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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
(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 01/15/2019) 14.20% 9.62% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.43% 7.76%
10 YRS 15.12% 13.11% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 4.47% 8.49% Fund has a 5 year track record.  
3 YRS 4.20% 9.25% Fund has a 3 year track record.  
1 YR -8.23% -4.36% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 01/15/2019) 10.83% 9.60% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 7.62% 7.76%
10 YRS 13.49% 13.11% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 1.06% 8.49% Fund has a 5 year track record.  
3 YRS 1.77% 9.25% Fund has a 3 year track record.  
1 YR -12.94% -4.36% Fund has a 1 year track record.  
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 01/15/2019) 12.39% 9.60% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.00% 7.76%
10 YRS 6.38% 13.11% Fund has a 10 year track record.  
5 YRS -6.43% 8.49% Fund has a 5 year track record.  
3 YRS -2.28% 9.25% Fund has a 3 year track record.  
1 YR -13.87% -4.36% 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
15+ YRS (As of: 01/15/2019) 11.28% 9.60% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.47% 7.76%
10 YRS 12.97% 13.11% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.74% 8.49% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 4.66% 9.25% Fund has a 3 year track record.  
1 YR -13.34% -4.36% 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
15+ YRS (As of: 01/15/2019) 13.64% 9.60% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.28% 7.76%
10 YRS 14.74% 13.11% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.85% 8.49% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 5.64% 9.25% Fund has a 3 year track record.  
1 YR 8.08% -4.36% Beat the 75th 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
15+ YRS (As of: 01/15/2019) 15.99% 9.60% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.17% 7.76%
10 YRS 16.28% 13.11% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 6.34% 8.49% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 7.33% 9.25% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -7.17% -4.36% Beat the 50th 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
15+ YRS (As of: 01/15/2019) 9.67% 9.62% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 6.78% 7.76%
10 YRS 13.72% 13.11% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.36% 8.49% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 16.17% 9.25% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 7.40% -4.36% 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
15+ YRS (As of: 01/15/2019) 15.67% 9.60% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.39% 7.76%
10 YRS 12.68% 13.11% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.93% 8.49% Fund has a 5 year track record.  
3 YRS 8.24% 9.25% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -18.39% -4.36% Fund has a 1 year track record.  
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(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 01/15/2019) 10.70% 10.66% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.19% 7.76%
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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: 01/15/2019) 2.45% 10.05% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.39% 7.76%
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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: 01/15/2019) 7.67% 10.05% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.67% 7.76%
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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: 01/15/2019) -1.87% 10.05% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.04% 7.76%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 01/15/2019) 2.85% 9.47% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.19% 7.76%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 01/15/2019) -5.69% -0.13% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.06% 7.76%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.47+ YRS (As of: 01/15/2019) -2.43% -12.93% View Fund Stats
RETURN PERIOD (As Of: 12/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.76% 7.76%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Dec 31, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Dec 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Dec 31, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 1 year.
    Dec 31, 2018
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