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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's Concentrated Picks

K11 | Price History
K11 | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 23.99% -0.45%
Health Care 19.24% 0.21%
Consumer Discretionary 16.89% 0.09%
Financials 13.46% 0.48%
Industrials 11.10% -0.59%
Energy 8.49% -0.55%
Materials 3.86% 0.66%
Real Estate 2.22% 0.39%
Unallocated 0.75% -1.06%
K11 | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $1,326,893.52
Inception: Ticker Symbol: # of Securities:
November 29, 2016 K11 12
Description:

Some concentrated picks. One from each sector.

K11 | Turnover
Last Month N/A
Last 3 Months 16%
Last 6 Months 16%
Last 12 Months 76.89%
K11 | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ESRX 54.56%
2 UNP 38.77%
3 NXEO 36.68%
4 MXIM 21.72%
5 SU 20.12%
Position Symbol Inception Return
1 PG -10.07%
2 LAZ -8.99%
3 MDU -2.21%
4 SAH -0.09%
5 RFL 0.00%
K11 | Recent Returns vs S&P 500
MTD QTD YTD
K11 -0.73% 3.74% 9.98%
S&P 500 0.00% 0.00% 0.00%
K11 | Skill Metrics
All Positions
Winning % 62.50%
Avg. Gain/Loss Ratio 1.35
K11 | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Value 39.16% 0.34%
Large Cap : Value 19.24% 0.21%
Large Cap : Growth 17.03% -1.08%
Small Cap : Value 10.32% -0.26%
Large Cap : Blend 6.57% 0.45%
Unclassified Market Cap : Unclassified Style 4.61% -0.20%
Micro Cap : Value 3.07% -0.30%
K11 | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 9.91% 3.27% 6.64%
Last Month -21.74% -23.11% 1.37%
Last 3 Months -17.18% -23.21% 6.03%
Last 6 Months -12.85% -15.60% 2.75%
Last 12 Months -2.23% -10.41% 8.18%
Since Inception 24.68% 19.96% 4.72%
(Annualized) 6.87% 5.63% 1.24%
Data as of: 03/25/2020
K11 | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
K11 | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 ESRX $89,915.48
2 MXIM $54,661.64
3 UNP $41,031.98
4 LOGI $31,089.09
5 FOR $28,411.38
Position Symbol Gains
1 WSTC -$105,945.08
2 LAZ -$17,609.18
3 IDT -$16,931.89
4 HOLX -$12,487.07
5 ARLP -$11,896.08