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Kai Petainen

Aug 26, 2001
Personal Site

ahknaten.mytrackrecord.com

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
Show Fund Strategy
Some concentrated picks. One from each sector.
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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%
10 YRS	16.83%	15.92%
5 YRS	6.19%	10.91%
3 YRS	11.35%	13.54%
1 YR	5.85%	9.52%
Show Fund 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 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.
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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%
10 YRS	16.53%	15.92%
5 YRS	4.95%	10.91%
3 YRS	8.18%	13.54%
1 YR	9.25%	9.52%
Show Fund 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 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 has only consumer discretionary stocks.
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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%
10 YRS	8.93%	15.92%
5 YRS	-3.99%	10.91%
3 YRS	6.53%	13.54%
1 YR	8.77%	9.52%
Show Fund 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 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 has only energy and utility stocks.
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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%
10 YRS	14.79%	15.92%
5 YRS	8.36%	10.91%
3 YRS	9.94%	13.54%
1 YR	-1.09%	9.52%
Show Fund 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 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 has only financial and real estate stocks.
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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%
10 YRS	16.77%	15.92%
5 YRS	10.26%	10.91%
3 YRS	11.55%	13.54%
1 YR	16.61%	9.52%
Show Fund 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 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 has only health care stocks.
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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%
10 YRS	20.27%	15.92%
5 YRS	8.77%	10.91%
3 YRS	14.46%	13.54%
1 YR	13.08%	9.52%
Show Fund 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 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 has only industrial stocks.
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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%
10 YRS	17.19%	15.92%
5 YRS	13.16%	10.91%
3 YRS	17.43%	13.54%
1 YR	22.90%	9.52%
Show Fund 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 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 has only info tech and telecom stocks.
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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%
10 YRS	14.91%	15.92%
5 YRS	6.90%	10.91%
3 YRS	8.39%	13.54%
1 YR	-9.05%	9.52%
Show Fund 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 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 has only stocks from the material and consumer staples sector.
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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%
Show Fund Strategy
A fund with dividends
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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%
Show Fund 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 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.
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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%
Show Fund 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 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 smallcap stocks.
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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%
Show Fund Strategy
Just pure momentum.
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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

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Kai's Largecap Fund

Fund Overview Track This Fund

KBIG | Price History

KBIG | Fund Positions by Sectors and Industries

Name	Allocation	Today
Financials	41.14%	-0.40%
Consumer Discretionary	29.51%	0.07%
Industrials	13.03%	-0.34%
Materials	8.56%	-1.16%
Technology	4.36%	0.09%
Health Care	3.41%	0.53%

KBIG | Fund Information

The information below pertains to model data only.

Fund Manager:	Total Model Net Assets:
Kai Petainen	$1,211,854.69

Inception:	Ticker Symbol:	# of Securities:
December 08, 2016	KBIG	32

Description:

KBIG | Turnover

Last Month	N/A
Last 3 Months	N/A
Last 6 Months	2.8%
Last 12 Months	89.91%

KBIG | 5 Best and Worst Returns

5 BEST

5 WORST

Position	Symbol	Inception Return
1	UNH	66.79%
2	TJX	43.60%
3	UNP	42.68%
4	RF	25.91%
5	NSC	22.89%

Position	Symbol	Inception Return
1	IP	-16.98%
2	WFC	-13.42%
3	MTB	-12.33%
4	LVS	-11.10%
5	CMCSA	-10.97%

KBIG | Recent Returns vs S&P 500

	MTD	QTD	YTD
KBIG	-1.45%	4.45%	1.72%
S&P 500	0.00%	0.00%	0.00%

KBIG | Skill Metrics

	All Positions
Winning %	66.67%
Avg. Gain/Loss Ratio	1.42

KBIG | Fund Positions by Styles

Name	Allocation	Today
Large Cap : Value	38.73%	-0.52%
Large Cap : Blend	26.56%	-0.12%
Large Cap : Growth	25.92%	-0.28%
Unclassified Market Cap : Unclassified Style	8.80%	0.20%

KBIG | Recent Returns

Period	Returns	S&P 500 Returns	Returns VS S&P 500
Last Week	-0.02%	0.39%	-0.41%
Last Month	2.23%	3.08%	-0.85%
Last 3 Months	8.34%	11.89%	-3.55%
Last 6 Months	4.09%	4.51%	-0.42%
Since Inception	26.57%	35.53%	-8.96%
(Annualized)	10.55%	13.81%	-3.26%

Data as of: 04/15/2019

KBIG | Alpha/Beta VS. S&P 500

Alpha	0%
Beta	0
R-Squared	0

KBIG | 5 Most and Least Profitable

5 MOST PROFITABLE

5 LEAST PROFITABLE

Position	Symbol	Gains
1	UNP	$17,632.49
2	UNH	$16,618.68
3	AMAT	$13,895.19
4	TXN	$12,722.72
5	MMM	$11,593.14

Position	Symbol	Gains
1	MON	-$15,926.56
2	WFC	-$10,990.42
3	IP	-$8,250.80
4	BBT	-$7,828.71
5	TGT	-$6,703.85

This manager is not accepting investments.

Kai Petainen

KAI Beat the 75th percentile of mutual funds over 15 years.

KAIIN Beat the 75th percentile of mutual funds over 10 years.

KAIIT Beat the 75th percentile of mutual funds over 5 years.

KAIIT Beat the 75th percentile of mutual funds over 3 years.

KAIHE Beat the 75th percentile of mutual funds over 1 year.

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Why Does This Quant Like Universal Insurance Holdings?

Beating The Market By Running With Elephants

Kai's Largecap Fund