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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 14.74% 10.10% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.41% 10.85% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 10.27% 14.51% Fund has a 5 year track record.  
3 YRS 9.46% 16.10% Fund has a 3 year track record.  
1 YR 16.18% 19.66% 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 11.39% 10.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.94% 10.85% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.56% 14.51% Fund has a 5 year track record.  
3 YRS 3.69% 16.10% Fund has a 3 year track record.  
1 YR 13.98% 19.66% 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 13.57% 10.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.49% 10.85% Fund has a 10 year track record.  
5 YRS 0.32% 14.51% Fund has a 5 year track record.  
3 YRS 4.93% 16.10% Fund has a 3 year track record.  
1 YR 15.92% 19.66% 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 11.91% 10.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.86% 10.85% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.61% 14.51% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.33% 16.10% Fund has a 3 year track record.  
1 YR 12.12% 19.66% 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 14.24% 10.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.25% 10.85% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.10% 14.51% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 8.02% 16.10% Fund has a 3 year track record.  
1 YR 22.61% 19.66% Beat the 50th 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 16.76% 10.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.77% 10.85% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 12.79% 14.51% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.48% 16.10% Fund has a 3 year track record.  
1 YR 17.28% 19.66% 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 10.19% 10.10% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.86% 10.85% Fund has a 10 year track record.  
5 YRS 18.84% 14.51% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 25.35% 16.10% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 29.77% 19.66% 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 16.93% 10.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.80% 10.85% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 12.60% 14.51% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 16.05% 16.10% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 15.08% 19.66% Fund has a 1 year track record.  
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Achievements
  • KAIHE Beat the 75th percentile of mutual funds over 10 years.
    Aug 31, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Aug 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2018
Articles

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