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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 14.94% 10.45% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.41% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 10.27% 16.37% Fund has a 5 year track record.  
3 YRS 9.46% 11.16% Fund has a 3 year track record.  
1 YR 16.18% 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 11.51% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.94% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.56% 16.37% Fund has a 5 year track record.  
3 YRS 3.69% 11.16% Fund has a 3 year track record.  
1 YR 13.98% 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 13.66% 10.45% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.49% 7.24% Fund has a 10 year track record.  
5 YRS 0.32% 16.37% Fund has a 5 year track record.  
3 YRS 4.93% 11.16% Fund has a 3 year track record.  
1 YR 15.92% 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 12.11% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.86% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.61% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.33% 11.16% Fund has a 3 year track record.  
1 YR 12.12% 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 14.23% 10.45% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.25% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.10% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 8.02% 11.16% Fund has a 3 year track record.  
1 YR 22.61% 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
15+ YRS 16.96% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.77% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 12.79% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.48% 11.16% Fund has a 3 year track record.  
1 YR 17.28% 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 10.17% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.86% 7.24% Fund has a 10 year track record.  
5 YRS 18.84% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 25.35% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 29.77% 15.43% Beat the 75th 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 17.28% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.80% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 12.60% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 16.05% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 15.08% 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.
    Aug 31, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Aug 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2018
Articles

Kai Petainen's Fund

KAI | Fund Positions by Styles
Color Name Allocation Today
Small Cap : Value 16.15% -0.11%
Large Cap : Blend 14.53% 0.35%
Small Cap : Growth 13.65% 0.24%
Mid Cap : Value 12.40% 0.25%
Large Cap : Value 11.77% 0.36%
Unclassified Market Cap : Unclassified Style 11.18% -0.19%
Large Cap : Growth 8.33% 1.56%
Micro Cap : Growth 5.00% -0.23%
Mid Cap : Growth 3.02% 0.23%
Micro Cap : Value 2.14% -0.70%
Micro Cap : Blend 1.90% 0.23%
KAI | Price History
KAI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $8,807,274.89
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 25.06%
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 % 61.38%
Avg. Gain/Loss Ratio 1.51
KAI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 35.68% -0.14%
Consumer Discretionary 24.36% 0.47%
Industrials 17.90% 1.18%
Technology 11.75% 0.58%
Consumer Staples 4.10% -0.55%
Materials 4.04% 0.42%
Real Estate 2.24% -0.28%
KAI | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAI 0.18% -2.22% 2.30% 3.66%
S&P 500 0.61% -0.44% 0.00% 0.00%
NASDAQ 1.01% 0.00% 0.00% 0.00%
KAI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -1.45% 0.46% -1.91%
Last 30 Days -0.80% 1.52% -2.32%
Last 3 Months -0.54% 5.06% -5.60%
Last 6 Months 2.93% 7.54% -4.61%
Last 12 Months 11.49% 17.79% -6.30%
Last 2 Years 32.47% 40.54% -8.07%
Last 3 Years 27.92% 56.94% -29.02%
Last 5 Years 49.09% 85.62% -36.53%
Last 10 Years 201.54% 185.23% 16.31%
Since Inception 779.15% 375.74% 403.41%
(Annualized) 14.94% 10.51% 4.43%
Data as of: 09/17/2018
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 SCVL 77.51%
2 LEA 68.86%
3 ZUMZ 61.83%
4 BA 44.86%
5 RF 43.79%
Position Symbol Inception Return
1 NEWM -10.27%
2 AHL -8.50%
3 LM -8.02%
4 DCOM -7.04%
5 CMCSA -6.41%