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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
2+ YRS (As of: 04/15/2019) 13.44% 14.92% 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
16+ YRS (As of: 04/15/2019) 14.51% 10.25% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.50% 8.57% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.83% 15.92% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 6.19% 10.91% Fund has a 5 year track record.  
3 YRS 11.35% 13.54% Fund has a 3 year track record.  
1 YR 5.85% 9.52% 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
16+ YRS (As of: 04/15/2019) 11.65% 10.24% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.04% 8.57% Fund has a 15 year track record.  
10 YRS 16.53% 15.92% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.95% 10.91% Fund has a 5 year track record.  
3 YRS 8.18% 13.54% Fund has a 3 year track record.  
1 YR 9.25% 9.52% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 04/15/2019) 12.91% 10.24% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.68% 8.57% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 8.93% 15.92% Fund has a 10 year track record.  
5 YRS -3.99% 10.91% Fund has a 5 year track record.  
3 YRS 6.53% 13.54% Fund has a 3 year track record.  
1 YR 8.77% 9.52% 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
16+ YRS (As of: 04/15/2019) 11.64% 10.24% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.82% 8.57% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 14.79% 15.92% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.36% 10.91% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 9.94% 13.54% Fund has a 3 year track record.  
1 YR -1.09% 9.52% 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
16+ YRS (As of: 04/15/2019) 13.57% 10.24% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.19% 8.57% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.77% 15.92% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 10.26% 10.91% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 11.55% 13.54% Fund has a 3 year track record.  
1 YR 16.61% 9.52% 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
16+ YRS (As of: 04/15/2019) 17.01% 10.24% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.69% 8.57% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 20.27% 15.92% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 8.77% 10.91% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 14.46% 13.54% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 13.08% 9.52% Beat the 75th 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: 04/15/2019) 10.51% 10.25% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.09% 8.57% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 17.19% 15.92% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 13.16% 10.91% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 17.43% 13.54% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 22.90% 9.52% 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
16+ YRS (As of: 04/15/2019) 15.88% 10.24% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.30% 8.57% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.91% 15.92% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 6.90% 10.91% Fund has a 5 year track record.  
3 YRS 8.39% 13.54% Fund has a 3 year track record.  
1 YR -9.05% 9.52% Fund has a 1 year track record.  
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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: 04/15/2019) 10.55% 14.52% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.68% 8.57%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 04/15/2019) 5.41% 14.16% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.32% 8.57%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 04/15/2019) 2.83% 9.23% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.98% 8.57%
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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: 04/15/2019) 7.42% 14.52% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.20% 8.57%
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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: 04/15/2019) 2.96% 14.52% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.93% 8.57%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
0.75+ YRS (As of: 04/15/2019) 16.46% 7.61% View Fund Stats
RETURN PERIOD (As Of: 03/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.54% 8.57%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Mar 31, 2019
  • KAIIN Beat the 75th percentile of mutual funds over 10 years.
    Mar 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Mar 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Mar 31, 2019
  • KAIHE Beat the 75th percentile of mutual funds over 1 year.
    Mar 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 1.61% 0.39% 1.22%
Last Month 4.77% 3.08% 1.69%
Last 3 Months 12.44% 11.89% 0.55%
Last 6 Months 10.27% 4.51% 5.76%
Since Inception 18.32% 35.53% -17.21%
(Annualized) 7.42% 13.81% -6.39%
Data as of: 04/15/2019
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