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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 15.08% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.49% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.91% 16.37% Fund has a 5 year track record.  
3 YRS 4.70% 11.16% Fund has a 3 year track record.  
1 YR 10.85% 15.43% 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
15+ YRS 11.67% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.32% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.05% 16.37% Fund has a 5 year track record.  
3 YRS 1.42% 11.16% Fund has a 3 year track record.  
1 YR 10.62% 15.43% 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 13.61% 10.33% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.04% 7.24% Fund has a 10 year track record.  
5 YRS -1.26% 16.37% Fund has a 5 year track record.  
3 YRS -0.85% 11.16% Fund has a 3 year track record.  
1 YR 14.82% 15.43% 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 12.58% 10.35% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.07% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.92% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 9.34% 11.16% Fund has a 3 year track record.  
1 YR 10.39% 15.43% 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 14.12% 10.33% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.61% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 15.11% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 1.31% 11.16% Fund has a 3 year track record.  
1 YR 11.57% 15.43% Fund has a 1 year track record.  
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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 16.52% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.15% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.82% 16.37% Fund has a 5 year track record.  
3 YRS 6.01% 11.16% Fund has a 3 year track record.  
1 YR 5.56% 15.43% Fund has a 1 year track record.  
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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 10.34% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.76% 7.24% Fund has a 10 year track record.  
5 YRS 17.58% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 15.93% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 23.03% 15.43% Beat the 50th 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 17.50% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.33% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.09% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 13.30% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 13.52% 15.43% Fund has a 1 year track record.  
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Achievements
  • KAIHE Beat the 75th percentile of mutual funds over 10 years.
    Jun 30, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Jun 30, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Jun 30, 2018
  • KAIIT Beat the 50th percentile of mutual funds over 1 year.
    Jun 30, 2018
Articles

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