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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 15.34% 10.42% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.92% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 12.81% 16.37% Fund has a 5 year track record.  
3 YRS 4.93% 11.16% Fund has a 3 year track record.  
1 YR 11.17% 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 12.01% 10.42% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.25% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.50% 16.37% Fund has a 5 year track record.  
3 YRS 4.32% 11.16% Fund has a 3 year track record.  
1 YR 12.50% 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 13.22% 10.41% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 3.47% 7.24% Fund has a 10 year track record.  
5 YRS -2.18% 16.37% Fund has a 5 year track record.  
3 YRS -2.39% 11.16% Fund has a 3 year track record.  
1 YR 6.58% 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 12.52% 10.43% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.78% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 18.51% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 11.28% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 11.02% 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 13.73% 10.41% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.18% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 16.73% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 4.81% 11.16% Fund has a 3 year track record.  
1 YR 22.74% 15.43% 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
14+ YRS 17.18% 10.42% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.18% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.18% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 9.25% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 11.66% 15.43% 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 9.71% 10.42% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 6.32% 7.24% Fund has a 10 year track record.  
5 YRS 18.60% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 12.54% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 18.11% 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 17.96% 10.42% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.68% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.06% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 13.61% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 16.22% 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.
    Dec 31, 2017
  • KAIFI Beat the 75th percentile of mutual funds over 5 years.
    Dec 31, 2017
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Dec 31, 2017
  • KAIHE Beat the 50th percentile of mutual funds over 1 year.
    Dec 31, 2017
Articles

Kai Petainen's Fund

KAI | Fund Positions by Styles
Color Name Allocation Today
Small Cap : Value 22.65% 0.67%
Large Cap : Value 13.12% 2.04%
Small Cap : Growth 11.50% 0.61%
Mid Cap : Value 10.02% 0.42%
Large Cap : Growth 8.81% 0.62%
Large Cap : Blend 8.69% 0.54%
Unclassified Market Cap : Unclassified Style 7.85% 0.48%
4.23% 0.62%
Mid Cap : Growth 3.29% 0.40%
Micro Cap : Growth 3.22% 0.26%
Small Cap : Blend 2.58% 0.83%
Mid Cap : Blend 2.48% -0.42%
Micro Cap : Blend 2.12% -0.44%
Micro Cap : Value 1.97% 1.01%
KAI | Price History
KAI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $8,563,290.48
Inception: Ticker Symbol: # of Securities:
February 10, 2003 KAI 35
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 39.73%
Last 3 Months 48.33%
Last 6 Months 84.18%
Last 12 Months 142.91%
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 % 61.05%
Avg. Gain/Loss Ratio 1.51
KAI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 38.68% 0.60%
Consumer Discretionary 24.56% 0.45%
Industrials 22.16% 0.35%
Technology 10.03% 2.47%
Consumer Staples 4.89% 1.52%
Real Estate 2.20% 0.17%
KAI | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAI 0.00% -1.36% 0.97% 0.97%
S&P 500 1.60% -2.71% 2.76% 2.76%
NASDAQ 1.77% 0.00% 0.00% 0.00%
KAI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -0.12% 0.58% -0.70%
Last Month -3.53% -2.99% -0.54%
Last 3 Months 2.12% 6.07% -3.95%
Last 6 Months 10.63% 13.53% -2.90%
Last 12 Months 11.17% 18.54% -7.37%
Last 2 Years 41.10% 48.35% -7.25%
Last 3 Years 13.18% 38.25% -25.07%
Last 5 Years 61.90% 101.15% -39.25%
Last 10 Years 171.95% 146.80% 25.15%
Since Inception 756.33% 347.44% 408.89%
(Annualized) 15.34% 10.47% 4.87%
Data as of: 02/23/2018
KAI | Alpha/Beta VS. S&P 500
Alpha 5.02%
Beta 0.98
R-Squared 0.67
KAI | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 LEA 99.59%
2 RF 46.29%
3 BA 44.85%
4 TMK 38.85%
5 PNC 26.76%
Position Symbol Inception Return
1 DG 0.00%
2 FDUS -18.94%
3 BNCL -16.02%
4 AHL -12.95%
5 EQC -6.96%