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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
3+ YRS (As of: 03/25/2020) 6.87% 5.27% 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
17+ YRS (As of: 03/25/2020) 12.58% 8.67% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.86% 8.58% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 11.79% 12.10% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 3.20% 9.75% Fund has a 5 year track record.  
3 YRS 5.62% 10.13% Fund has a 3 year track record.  
1 YR 1.52% 6.68% 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
17+ YRS (As of: 03/25/2020) 9.21% 8.41% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 7.44% 8.58% Fund has a 15 year track record.  
10 YRS 8.60% 12.10% Fund has a 10 year track record.  
5 YRS 1.15% 9.75% Fund has a 5 year track record.  
3 YRS 3.41% 10.13% Fund has a 3 year track record.  
1 YR -0.96% 6.68% 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
17+ YRS (As of: 03/25/2020) 9.96% 8.50% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 6.83% 8.58% Fund has a 15 year track record.  
10 YRS 2.76% 12.10% Fund has a 10 year track record.  
5 YRS -3.31% 9.75% Fund has a 5 year track record.  
3 YRS -2.88% 10.13% Fund has a 3 year track record.  
1 YR -16.52% 6.68% 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
17+ YRS (As of: 03/25/2020) 9.03% 8.27% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.44% 8.58% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 8.43% 12.10% Fund has a 10 year track record.  
5 YRS 5.08% 9.75% Fund has a 5 year track record.  
3 YRS 3.49% 10.13% Fund has a 3 year track record.  
1 YR 2.85% 6.68% 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
17+ YRS (As of: 03/25/2020) 11.92% 8.50% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.46% 8.58% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 12.30% 12.10% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 3.72% 9.75% Fund has a 5 year track record.  
3 YRS 10.96% 10.13% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 3.32% 6.68% 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
17+ YRS (As of: 03/25/2020) 14.02% 8.41% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 11.41% 8.58% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 11.13% 12.10% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 7.14% 9.75% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 7.71% 10.13% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 2.37% 6.68% 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
17+ YRS (As of: 03/25/2020) 9.64% 8.72% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.52% 8.58% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 11.82% 12.10% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 14.21% 9.75% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 17.22% 10.13% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 11.14% 6.68% 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
17+ YRS (As of: 03/25/2020) 13.79% 8.48% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.49% 8.58% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 6.85% 12.10% Fund has a 10 year track record.  
5 YRS 5.05% 9.75% Fund has a 5 year track record.  
3 YRS -0.47% 10.13% Fund has a 3 year track record.  
1 YR -3.78% 6.68% 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
3+ YRS (As of: 03/25/2020) 2.47% 4.70% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.83% 8.58%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -4.10% 4.34% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.91% 8.58%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/25/2020) -4.89% -1.33% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -5.01% 8.58%
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -0.26% 4.70% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.19% 8.58%
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -9.72% 4.70% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -5.81% 8.58%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 03/25/2020) -0.53% -6.63% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.72% 8.58%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Feb 29, 2020
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Feb 29, 2020
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Feb 29, 2020
  • K11 Beat the 75th percentile of mutual funds over 3 years.
    Feb 29, 2020
  • K11 Beat the 75th percentile of mutual funds over 1 year.
    Feb 29, 2020
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