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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 smallcap fund

KSMAL | Price History
KSMAL | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 34.42% 0.84%
Consumer Discretionary 23.34% -0.09%
Consumer Staples 13.28% -0.77%
Industrials 11.43% 0.07%
Energy 4.30% -1.21%
Unallocated 4.29% -0.26%
Other 3.28% -5.46%
Technology 2.68% -1.01%
Materials 2.64% 0.61%
Health Care 0.35% 1.54%
KSMAL | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $1,060,601.65
Inception: Ticker Symbol: # of Securities:
December 08, 2016 KSMAL 34
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 smallcap stocks.

KSMAL | Turnover
Last Month N/A
Last 3 Months 18.34%
Last 6 Months 26.36%
Last 12 Months 152.63%
KSMAL | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 TCS 97.84%
2 RAVN 72.64%
3 AIT 38.84%
4 CTRN 31.05%
5 SRCE 25.99%
Position Symbol Inception Return
1 MDCA -38.28%
2 ARCO -19.34%
3 FDEF -15.92%
4 FBM -14.97%
5 LBAI -11.00%
KSMAL | Recent Returns vs S&P 500
MTD QTD YTD
KSMAL -4.11% -2.40% 3.92%
S&P 500 0.00% 0.00% 0.00%
KSMAL | Skill Metrics
All Positions
Winning % 47.69%
Avg. Gain/Loss Ratio 0.95
KSMAL | Fund Positions by Styles
Color Name Allocation Today
Micro Cap : Value 41.38% 0.15%
Small Cap : Value 31.33% 0.35%
Unclassified Market Cap : Unclassified Style 18.87% -0.56%
Micro Cap : Growth 4.67% 0.32%
Micro Cap : Blend 3.75% -0.74%
KSMAL | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 2.07% 0.39% 1.68%
Last Month 4.89% 3.08% 1.81%
Last 3 Months 11.44% 11.89% -0.45%
Last 6 Months 0.94% 4.51% -3.57%
Since Inception 7.10% 35.53% -28.43%
(Annualized) 2.96% 13.81% -10.85%
Data as of: 04/15/2019
KSMAL | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KSMAL | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 CBU $27,534.84
2 TCS $21,776.94
3 RAVN $13,494.25
4 SNC $13,027.10
5 CTRN $12,864.19
Position Symbol Gains
1 SNBC -$30,979.80
2 FPO -$25,173.66
3 UAM -$25,120.64
4 MBVT -$24,730.15
5 EVER -$22,254.21