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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
14+ YRS 15.45% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.38% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 13.11% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 5.67% 11.16% Fund has a 3 year track record.  
1 YR 19.76% 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
14+ YRS 11.98% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 7.75% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.34% 16.37% Fund has a 5 year track record.  
3 YRS 6.03% 11.16% Fund has a 3 year track record.  
1 YR 14.67% 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
14+ YRS 13.81% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 3.76% 7.24% Fund has a 10 year track record.  
5 YRS -0.57% 16.37% Fund has a 5 year track record.  
3 YRS -6.75% 11.16% Fund has a 3 year track record.  
1 YR 11.54% 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
14+ YRS 12.65% 10.16% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.09% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 17.98% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.26% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 20.59% 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
14+ YRS 13.79% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.40% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 16.96% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 7.20% 11.16% Fund has a 3 year track record.  
1 YR 18.42% 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
14+ YRS 17.30% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.75% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 18.39% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 8.81% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 24.24% 15.43% 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
14+ YRS 9.87% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.69% 7.24% Fund has a 10 year track record.  
5 YRS 17.81% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 11.98% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 21.04% 15.43% Fund has a 1 year track record.  
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 18.04% 10.15% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.28% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 14.30% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.09% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 16.89% 15.43% Fund has a 1 year track record.  
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Sep 30, 2017
  • KAIFI Beat the 75th percentile of mutual funds over 5 years.
    Sep 30, 2017
  • KAIFI Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2017
  • KAIIN Beat the 75th percentile of mutual funds over 1 year.
    Sep 30, 2017
Articles

Kai Petainen's Fund

KAI | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Blend 13.52% 0.95%
Large Cap : Value 13.01% 0.58%
Unclassified Market Cap : Unclassified Style 12.54% 0.88%
Small Cap : Growth 12.50% 0.42%
Small Cap : Value 10.52% -0.08%
Mid Cap : Value 9.62% 0.37%
Mid Cap : Growth 5.55% -0.17%
Large Cap : Growth 5.47% 0.81%
Small Cap : Blend 4.96% 1.06%
Mid Cap : Blend 4.83% 0.35%
Micro Cap : Value 4.46% -0.27%
Micro Cap : Growth 3.77% 5.46%
KAI | Price History
KAI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $8,368,939.41
Inception: Ticker Symbol: # of Securities:
February 10, 2003 KAI 40
Description:

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 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.

KAI | Turnover
Last Month 33.43%
Last 3 Months 37.02%
Last 6 Months 74.16%
Last 12 Months 189.89%
KAI | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 MPC $439,197.40
2 UVE $429,433.16
3 UFPT $317,992.98
4 PPC $276,518.28
5 BRCD $265,516.42
Position Symbol Gains
1 PGNPQ -$246,989.21
2 CENX -$229,553.93
3 EVER -$194,540.59
4 ALJ -$161,689.09
5 RXD -$120,729.57
KAI | Skill Metrics
All Positions
Winning % 61.44%
Avg. Gain/Loss Ratio 1.50
KAI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 52.43% 0.60%%
Consumer Discretionary 23.94% 1.21%%
Industrials 9.88% 0.48%%
Technology 5.07% 0.37%%
Materials 2.78% -0.05%%
Health Care 2.76% -1.04%%
Real Estate 2.21% -0.27%%
Energy 1.65% -0.49%%
KAI | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAI 0.00% 1.03% 2.15% 9.71%
S&P 500 -0.08% 0.85% 3.08% 16.00%
NASDAQ 0.07% 0.00% 0.00% 0.00%
KAI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 2.70% 1.32% 1.38%
Last Month 0.77% 1.45% -0.68%
Last 3 Months 8.28% 7.00% 1.28%
Last 6 Months 9.08% 8.55% 0.53%
Last 12 Months 12.88% 20.30% -7.42%
Last 2 Years 17.04% 29.82% -12.78%
Last 3 Years 11.20% 34.05% -22.85%
Last 5 Years 87.14% 104.76% -17.62%
Last 10 Years 154.55% 123.81% 30.74%
Since Inception 736.89% 320.95% 415.94%
(Annualized) 15.45% 10.21% 5.24%
Data as of: 11/22/2017
KAI | Alpha/Beta VS. S&P 500
Alpha 5.41%
Beta 0.99
R-Squared 0.67
KAI | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 LEA 84.15%
2 TMK 38.71%
3 DLPH 29.94%
4 SCVL 26.63%
5 AON 26.42%
Position Symbol Inception Return
1 BNCL -11.34%
2 AHL -8.78%
3 KRNY -4.14%
4 FFBC -3.71%
5 EQC -3.64%