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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: 06/10/2019) 12.81% 13.33% 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: 06/10/2019) 14.46% 10.08% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.63% 8.39% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.61% 13.93% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.19% 9.65% Fund has a 5 year track record.  
3 YRS 10.82% 11.72% Fund has a 3 year track record.  
1 YR 1.31% 3.78% 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
16+ YRS (As of: 06/10/2019) 11.21% 9.82% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.03% 8.39% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 11.69% 13.93% Fund has a 10 year track record.  
5 YRS 3.81% 9.65% Fund has a 5 year track record.  
3 YRS 7.43% 11.72% Fund has a 3 year track record.  
1 YR 1.75% 3.78% Beat the 50th 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: 06/10/2019) 12.37% 9.92% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.19% 8.39% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 5.46% 13.93% Fund has a 10 year track record.  
5 YRS -5.97% 9.65% Fund has a 5 year track record.  
3 YRS 3.67% 11.72% Fund has a 3 year track record.  
1 YR -10.10% 3.78% 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: 06/10/2019) 11.64% 9.67% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.25% 8.39% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 12.41% 13.93% Fund has a 10 year track record.  
5 YRS 8.31% 9.65% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 8.47% 11.72% Fund has a 3 year track record.  
1 YR -6.12% 3.78% 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: 06/10/2019) 13.62% 9.92% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.11% 8.39% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 15.59% 13.93% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.03% 9.65% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.50% 11.72% Fund has a 3 year track record.  
1 YR 9.00% 3.78% 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
16+ YRS (As of: 06/10/2019) 16.80% 9.82% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.75% 8.39% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 17.21% 13.93% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 8.32% 9.65% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 14.60% 11.72% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 14.33% 3.78% 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: 06/10/2019) 10.49% 10.14% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.26% 8.39% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 13.80% 13.93% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 14.80% 9.65% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 17.65% 11.72% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 13.97% 3.78% 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: 06/10/2019) 15.83% 9.89% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.09% 8.39% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 10.86% 13.93% Fund has a 10 year track record.  
5 YRS 4.98% 9.65% Fund has a 5 year track record.  
3 YRS 6.05% 11.72% Fund has a 3 year track record.  
1 YR -14.34% 3.78% 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: 06/10/2019) 10.03% 12.59% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.65% 8.39%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 06/10/2019) 4.23% 12.58% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.68% 8.39%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 06/10/2019) 1.83% 7.80% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.05% 8.39%
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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: 06/10/2019) 8.33% 12.59% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.98% 8.39%
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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: 06/10/2019) 0.54% 12.59% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.15% 8.39%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.92+ YRS (As of: 06/10/2019) 15.96% 3.62% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.43% 8.39%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    May 31, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 10 years.
    May 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    May 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    May 31, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 1 year.
    May 31, 2019
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