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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 15.08% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.49% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.91% 16.37% Fund has a 5 year track record.  
3 YRS 4.70% 11.16% Fund has a 3 year track record.  
1 YR 10.85% 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
15+ YRS 11.67% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.32% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.05% 16.37% Fund has a 5 year track record.  
3 YRS 1.42% 11.16% Fund has a 3 year track record.  
1 YR 10.62% 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
15+ YRS 13.61% 10.33% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.04% 7.24% Fund has a 10 year track record.  
5 YRS -1.26% 16.37% Fund has a 5 year track record.  
3 YRS -0.85% 11.16% Fund has a 3 year track record.  
1 YR 14.82% 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
15+ YRS 12.58% 10.35% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.07% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.92% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 9.34% 11.16% Fund has a 3 year track record.  
1 YR 10.39% 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
15+ YRS 14.12% 10.33% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.61% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 15.11% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 1.31% 11.16% Fund has a 3 year track record.  
1 YR 11.57% 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
15+ YRS 16.52% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.15% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.82% 16.37% Fund has a 5 year track record.  
3 YRS 6.01% 11.16% Fund has a 3 year track record.  
1 YR 5.56% 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 10.34% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.76% 7.24% Fund has a 10 year track record.  
5 YRS 17.58% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 15.93% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 23.03% 15.43% Beat the 50th 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 17.50% 10.34% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.33% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.09% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 13.30% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 13.52% 15.43% Fund has a 1 year track record.  
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Achievements
  • KAIHE Beat the 75th percentile of mutual funds over 10 years.
    Jun 30, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Jun 30, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Jun 30, 2018
  • KAIIT Beat the 50th percentile of mutual funds over 1 year.
    Jun 30, 2018
Articles

Kai Petainen's Fund

KAI | Fund Positions by Styles
Color Name Allocation Today
Small Cap : Value 17.38% -3.45%
Large Cap : Blend 13.61% -0.37%
Unclassified Market Cap : Unclassified Style 12.75% -0.57%
Small Cap : Growth 11.89% 0.94%
Large Cap : Value 11.69% -3.20%
Mid Cap : Value 8.97% 1.10%
Large Cap : Growth 8.16% 0.17%
Micro Cap : Growth 4.18% -5.64%
3.94% -0.37%
Mid Cap : Growth 3.01% -1.54%
Micro Cap : Value 2.21% 2.91%
Micro Cap : Blend 2.07% 0.11%
KAI | Price History
KAI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $8,655,856.00
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 2.09%
Last 3 Months 11.71%
Last 6 Months 63.97%
Last 12 Months 134.52%
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 % 61.53%
Avg. Gain/Loss Ratio 1.49
KAI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 35.05% -0.62%
Consumer Discretionary 23.77% -0.16%
Industrials 18.46% -2.44%
Technology 11.48% -0.42%
Consumer Staples 4.78% -1.75%
Unallocated 4.08% 1.03%
Real Estate 2.22% 1.09%
KAI | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAI -1.02% 1.76% 1.76% 3.12%
S&P 500 -0.40% 3.58% 3.58% 0.00%
NASDAQ -0.37% 0.00% 0.00% 0.00%
KAI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.48% 1.52% -1.04%
Last 30 Days -1.19% 1.63% -2.82%
Last 3 Months 3.76% 5.04% -1.28%
Last 6 Months -1.55% 1.15% -2.70%
Last 12 Months 11.74% 16.67% -4.93%
Last 2 Years 33.15% 35.28% -2.13%
Last 3 Years 14.20% 40.92% -26.72%
Last 5 Years 56.44% 84.52% -28.08%
Last 10 Years 181.99% 176.94% 5.05%
Since Inception 774.51% 362.04% 412.47%
(Annualized) 15.07% 10.42% 4.65%
Data as of: 07/18/2018
KAI | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAI | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 LEA 101.18%
2 SCVL 56.93%
3 BA 46.60%
4 TMK 38.59%
5 RF 36.82%
Position Symbol Inception Return
1 LM 0.00%
2 CMCSA -13.81%
3 BNCL -10.79%
4 AHL -9.58%
5 NCI -9.47%