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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 15.14% 10.21% View Fund Stats Track Fund
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 11.48% 10.21% View Fund Stats Track Fund
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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 13.72% 10.20% View Fund Stats Track Fund
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 12.60% 10.21% View Fund Stats Track Fund
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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 13.73% 10.20% View Fund Stats Track Fund
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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 16.74% 10.21% View Fund Stats Track Fund
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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 10.03% 10.21% View Fund Stats Track Fund
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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 17.75% 10.20% View Fund Stats Track Fund
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Achievements
  • KAIIN Beat the 75th percentile of mutual funds over 10 years.
    Apr 30, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Apr 30, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Apr 30, 2018
  • KAIIT Beat the 50th percentile of mutual funds over 1 year.
    Apr 30, 2018
Articles

Kai Petainen's Fund

KAI | Fund Positions by Styles
Color Name Allocation Today
Small Cap : Value 18.12% 0.35%
Small Cap : Growth 16.10% 1.28%
Large Cap : Blend 13.84% -0.10%
Unclassified Market Cap : Unclassified Style 12.63% -0.55%
Large Cap : Value 12.15% -0.25%
Mid Cap : Value 8.65% -0.08%
Large Cap : Growth 8.05% 0.07%
Micro Cap : Growth 4.02% 17.78%
Mid Cap : Growth 3.11% -0.57%
Micro Cap : Value 2.14% 0.35%
Micro Cap : Blend 1.97% -0.23%
KAI | Price History
KAI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $8,637,030.76
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 9.6%
Last 3 Months 18.15%
Last 6 Months 66.48%
Last 12 Months 140.64%
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 % 61.01%
Avg. Gain/Loss Ratio 1.51
KAI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 32.25% -0.08%
Consumer Discretionary 23.81% 3.06%
Industrials 19.05% 0.27%
Technology 10.81% -0.14%
Consumer Staples 8.77% 0.71%
Unallocated 3.90% -0.80%
Real Estate 2.19% -0.10%
KAI | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAI -0.00% 4.38% 3.70% 1.84%
S&P 500 -0.24% 0.00% 0.00% 0.00%
NASDAQ 0.13% 0.00% 0.00% 0.00%
KAI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 1.24% 0.33% 0.91%
Last 30 Days 3.27% 3.32% -0.05%
Last 3 Months 0.86% -0.45% 1.31%
Last 6 Months 3.00% 5.59% -2.59%
Last 12 Months 12.82% 14.91% -2.09%
Last 2 Years 36.07% 35.57% 0.50%
Last 3 Years 12.67% 37.68% -25.01%
Last 5 Years 54.25% 83.01% -28.76%
Last 10 Years 157.18% 143.73% 13.45%
Since Inception 763.70% 345.42% 418.28%
(Annualized) 15.14% 10.26% 4.88%
Data as of: 05/25/2018
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 109.85%
2 BA 46.10%
3 RF 45.00%
4 ZUMZ 40.81%
5 TMK 39.26%
Position Symbol Inception Return
1 CMCSA -19.91%
2 AVX -13.98%
3 BNCL -9.96%
4 AHL -7.10%
5 NEWM -2.93%