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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
16+ YRS (As of: 02/05/2019) 14.41% 9.98% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.67% 8.18% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.84% 14.99% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 7.50% 10.95% Fund has a 5 year track record.  
3 YRS 11.08% 13.98% Fund has a 3 year track record.  
1 YR -1.48% -2.31% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 02/05/2019) 11.10% 9.97% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 7.87% 8.18% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 15.55% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.57% 10.95% Fund has a 5 year track record.  
3 YRS 8.04% 13.98% Fund has a 3 year track record.  
1 YR -7.65% -2.31% 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 (As of: 02/05/2019) 12.72% 9.97% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.74% 8.18% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 7.82% 14.99% Fund has a 10 year track record.  
5 YRS -3.34% 10.95% Fund has a 5 year track record.  
3 YRS 5.65% 13.98% Fund has a 3 year track record.  
1 YR -2.00% -2.31% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIFI) Kai Petainen's Financials
MODEL INCEPTION (03/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 02/05/2019) 11.53% 9.97% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.64% 8.18% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 15.42% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.84% 10.95% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.81% 13.98% Fund has a 3 year track record.  
1 YR -5.02% -2.31% 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 (As of: 02/05/2019) 13.85% 9.97% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.27% 8.18% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.19% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.29% 10.95% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.55% 13.98% Fund has a 3 year track record.  
1 YR 11.59% -2.31% Beat the 75th 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 (As of: 02/05/2019) 16.43% 9.97% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.64% 8.18% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 18.69% 14.99% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 9.16% 10.95% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 14.54% 13.98% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -0.84% -2.31% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 02/05/2019) 10.05% 9.98% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 6.86% 8.18% Fund has a 15 year track record.  
10 YRS 15.57% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.79% 10.95% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 19.43% 13.98% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 13.26% -2.31% 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 (As of: 02/05/2019) 15.71% 9.97% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.61% 8.18% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.22% 14.99% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 7.30% 10.95% Fund has a 5 year track record.  
3 YRS 11.18% 13.98% Fund has a 3 year track record.  
1 YR -16.14% -2.31% Fund has a 1 year track record.  
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(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 02/05/2019) 12.57% 13.33% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -1.85% 8.18%
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 02/05/2019) 4.23% 12.84% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.00% 8.18%
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(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 02/05/2019) 9.43% 12.84% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.24% 8.18%
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 02/05/2019) -1.06% 12.84% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.73% 8.18%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 02/05/2019) 3.98% 12.39% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.03% 8.18%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 02/05/2019) -3.51% 5.41% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.78% 8.18%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.56+ YRS (As of: 02/05/2019) 5.45% -0.55% View Fund Stats
RETURN PERIOD (As Of: 01/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.44% 8.18%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Jan 31, 2019
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Jan 31, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Jan 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Jan 31, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 1 year.
    Jan 31, 2019
Articles

Kai's Midcap Fund

KMID | Price History
KMID | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 39.69% -0.06%
Industrials 20.40% -0.09%
Consumer Discretionary 16.11% 0.15%
Materials 9.51% -0.62%
Health Care 3.44% 1.52%
Technology 3.27% 0.59%
Real Estate 2.81% 1.83%
Unallocated 2.73% 0.54%
Energy 2.04% 0.47%
KMID | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $1,072,964.11
Inception: Ticker Symbol: # of Securities:
December 08, 2016 KMID 33
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. This fund looks for midcap stocks.

KMID | Turnover
Last Month N/A
Last 3 Months 14.33%
Last 6 Months 21.53%
Last 12 Months 110.28%
KMID | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 BAH 33.52%
2 CDW 28.75%
3 HUN 27.87%
4 ALSN 18.55%
5 TMK 16.05%
Position Symbol Inception Return
1 PRA -20.74%
2 MD -17.79%
3 LM -16.50%
4 MDU -12.44%
5 BKU -11.56%
KMID | Recent Returns vs S&P 500
MTD QTD YTD
KMID -2.59% 2.14% -3.50%
S&P 500 0.00% 0.00% 0.00%
KMID | Skill Metrics
All Positions
Winning % 49.52%
Avg. Gain/Loss Ratio 1.14
KMID | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Value 39.89% 0.08%
Small Cap : Value 16.49% 0.06%
Unclassified Market Cap : Unclassified Style 13.21% -0.27%
Mid Cap : Growth 9.07% 1.04%
Small Cap : Growth 8.01% 0.87%
Small Cap : Blend 4.69% -0.54%
Mid Cap : Blend 4.23% -2.15%
Large Cap : Value 2.73% 0.54%
Large Cap : Growth 1.68% 0.02%
KMID | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.78% 3.75% -1.97%
Last Month 9.02% 8.26% 0.76%
Last 3 Months 0.11% -2.18% 2.29%
Since Inception 9.36% 27.13% -17.77%
(Annualized) 4.23% 11.74% -7.51%
Data as of: 02/05/2019
KMID | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KMID | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 FRFHF $14,670.28
2 MSCI $13,880.22
3 BAH $13,182.68
4 EWBC $9,762.53
5 MOG.A $9,312.78
Position Symbol Gains
1 EVER -$25,763.01
2 WSTC -$22,974.70
3 AWH -$22,504.33
4 MD -$7,995.82
5 LM -$7,859.32