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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: 12/04/2018) 14.32% 9.71% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 15.95% 13.75% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 6.70% 10.05% Fund has a 5 year track record.  
3 YRS 6.24% 10.37% Fund has a 3 year track record.  
1 YR -0.72% 1.30% 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 (As of: 12/04/2018) 10.95% 9.70% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 15.20% 13.75% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 3.57% 10.05% Fund has a 5 year track record.  
3 YRS 2.68% 10.37% Fund has a 3 year track record.  
1 YR -3.14% 1.30% 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: 12/04/2018) 12.76% 9.70% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 7.92% 13.75% Fund has a 10 year track record.  
5 YRS -3.09% 10.05% Fund has a 5 year track record.  
3 YRS 0.30% 10.37% Fund has a 3 year track record.  
1 YR -2.19% 1.30% 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: 12/04/2018) 11.48% 9.70% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 15.01% 13.75% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.99% 10.05% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 8.41% 10.37% Fund has a 3 year track record.  
1 YR -1.69% 1.30% 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: 12/04/2018) 13.96% 9.70% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 16.95% 13.75% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 12.30% 10.05% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 10.80% 10.37% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 19.41% 1.30% 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: 12/04/2018) 16.38% 9.70% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 19.61% 13.75% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.68% 10.05% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 9.62% 10.37% Fund has a 3 year track record.  
1 YR 5.68% 1.30% 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: 12/04/2018) 9.84% 9.71% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 14.15% 13.75% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.32% 10.05% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 17.66% 10.37% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 13.95% 1.30% 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: 12/04/2018) 16.31% 9.70% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 15.02% 13.75% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.51% 10.05% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 11.49% 10.37% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -5.51% 1.30% 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: 12/04/2018) 13.43% 11.45% View Fund Stats
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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: 12/04/2018) 2.84% 10.84% View Fund Stats
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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: 12/04/2018) 9.99% 10.84% View Fund Stats
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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: 12/04/2018) -2.65% 10.84% View Fund Stats
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 12/04/2018) 3.57% 10.25% View Fund Stats
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 12/04/2018) -2.00% 0.20% View Fund Stats
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.37+ YRS (As of: 12/04/2018) 5.96% -15.81% View Fund Stats
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Achievements
  • KAIHE Beat the 75th percentile of mutual funds over 10 years.
    Nov 30, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Nov 30, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Nov 30, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 1 year.
    Nov 30, 2018
Articles

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