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Kai Petainen

Investment Strategy

A Finnish Canadian from Ontario, Kai Petainen currently resides in Michigan. With a degree in computer science and mathematics from Lake Superior State University, Kai first identified his passion for investing while managing a trading lab at the University of Michigan Ross Graduate School of Business. Through action based learning, a practical hands-on approach, and his Marketocracy model, Kai developed his quantitative investment style and uses it to predict stocks institutional investors will find attractive.


Funds
(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 05/03/2019) 15.00% 13.15% View Fund Stats
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(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 14.60% 10.01% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.94% 8.97% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 15.85% 15.31% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 6.52% 11.62% Fund has a 5 year track record.  
3 YRS 12.45% 14.86% Fund has a 3 year track record.  
1 YR 9.21% 13.49% Fund has a 1 year track record.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 11.82% 10.00% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.73% 8.97% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 13.98% 15.31% Fund has a 10 year track record.  
5 YRS 6.41% 11.62% Fund has a 5 year track record.  
3 YRS 10.70% 14.86% Fund has a 3 year track record.  
1 YR 16.13% 13.49% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 12.57% 10.00% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.55% 8.97% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 7.28% 15.31% Fund has a 10 year track record.  
5 YRS -5.58% 11.62% Fund has a 5 year track record.  
3 YRS 3.58% 14.86% Fund has a 3 year track record.  
1 YR -0.70% 13.49% Fund has a 1 year track record.  
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 11.89% 10.00% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.71% 8.97% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 14.26% 15.31% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.68% 11.62% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.12% 14.86% Fund has a 3 year track record.  
1 YR 3.89% 13.49% Fund has a 1 year track record.  
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(KAIHE) Kai Petainen's Health Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 13.66% 10.00% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.06% 8.97% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 16.11% 15.31% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.73% 11.62% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.13% 14.86% Fund has a 3 year track record.  
1 YR 13.19% 13.49% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 17.07% 10.00% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 13.18% 8.97% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 18.36% 15.31% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.92% 11.62% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 17.21% 14.86% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 25.03% 13.49% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 10.69% 10.01% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.88% 8.97% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 15.67% 15.31% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 15.77% 11.62% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 20.32% 14.86% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 28.88% 13.49% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 05/03/2019) 15.98% 10.00% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.97% 8.97% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 13.18% 15.31% Fund has a 10 year track record.  
5 YRS 7.22% 11.62% Fund has a 5 year track record.  
3 YRS 7.71% 14.86% Fund has a 3 year track record.  
1 YR -7.25% 13.49% Fund has a 1 year track record.  
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(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 05/03/2019) 10.92% 12.71% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.04% 8.97%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 05/03/2019) 5.94% 12.30% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.80% 8.97%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 05/03/2019) 3.43% 6.54% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.31% 8.97%
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 05/03/2019) 7.97% 12.71% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.39% 8.97%
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 05/03/2019) 3.11% 12.71% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.19% 8.97%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.82+ YRS (As of: 05/03/2019) 18.12% 3.20% View Fund Stats
RETURN PERIOD (As Of: 04/30/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.78% 8.97%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Apr 30, 2019
  • KAIIN Beat the 75th percentile of mutual funds over 10 years.
    Apr 30, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Apr 30, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Apr 30, 2019
  • KAIDI Beat the 75th percentile of mutual funds over 1 year.
    Apr 30, 2019
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