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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
(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) 6.87% 5.27% View Fund Stats
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(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 12.58% 8.67% View Fund Stats
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.21% 8.41% View Fund Stats
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.96% 8.50% View Fund Stats
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.03% 8.27% View Fund Stats
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(KAIHE) Kai Petainen's Health Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 11.92% 8.50% View Fund Stats
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(KAIIN) Kai Petainen's Industrial Fund
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 14.02% 8.41% View Fund Stats
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 9.64% 8.72% View Fund Stats
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(KAIMS) Kai Petainen's Materials & Staples
MODEL INCEPTION (03/18/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 03/25/2020) 13.79% 8.48% View Fund Stats
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(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) 2.47% 4.70% View Fund Stats
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -4.10% 4.34% View Fund Stats
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 03/25/2020) -4.89% -1.33% View Fund Stats
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -0.26% 4.70% View Fund Stats
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 03/25/2020) -9.72% 4.70% View Fund Stats
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 03/25/2020) -0.53% -6.63% View Fund Stats
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Articles

Kai Petainen's Fund

KAI | Fund Positions by Styles
Color Name Allocation Today
Small Cap : Value 16.04% 0.69%
Large Cap : Blend 14.54% -0.19%
Small Cap : Growth 13.38% -0.37%
Mid Cap : Value 12.45% 0.20%
Large Cap : Value 11.92% -0.52%
Unclassified Market Cap : Unclassified Style 11.14% -0.48%
Large Cap : Growth 8.52% -0.11%
Micro Cap : Growth 4.93% 1.77%
Mid Cap : Growth 3.11% 0.49%
Micro Cap : Value 2.10% 0.22%
Micro Cap : Blend 1.85% 1.20%
KAI | Price History
KAI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $8,642,366.85
Inception: Ticker Symbol: # of Securities:
February 10, 2003 KAI 36
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 N/A
Last 3 Months 10.52%
Last 6 Months 20.15%
Last 12 Months 112.86%
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 -$193,941.55
4 ALJ -$165,507.69
5 RXD -$120,729.57
KAI | Skill Metrics
All Positions
Winning % 61.15%
Avg. Gain/Loss Ratio 1.51
KAI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 35.97% 0.04%
Consumer Discretionary 23.94% 0.01%
Industrials 17.98% 0.34%
Technology 11.81% 0.03%
Materials 4.12% -0.51%
Consumer Staples 3.93% -0.87%
Real Estate 2.26% 1.52%
KAI | Recent Returns vs S&P 500
MTD QTD YTD
KAI -3.87% 0.57% 1.91%
S&P 500 0.00% 0.00% 0.00%
KAI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 4.81% 3.27% 1.54%
Last Month -22.40% -23.11% 0.71%
Last 3 Months -20.50% -23.21% 2.71%
Last 6 Months -16.64% -15.60% -1.04%
Last 12 Months -12.15% -10.41% -1.74%
Since Inception 661.30% 320.27% 341.03%
(Annualized) 12.58% 8.74% 3.84%
Data as of: 03/25/2020
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 SCVL 72.16%
2 LEA 57.20%
3 ZUMZ 51.75%
4 BA 51.35%
5 TMK 39.61%
Position Symbol Inception Return
1 CMCSA -10.34%
2 NEWM -10.04%
3 AHL -8.03%
4 DCOM -7.27%
5 BNCL -6.93%