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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 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 15.26% 3.27% 11.99%
Last Month -32.42% -23.11% -9.31%
Last 3 Months -35.18% -23.21% -11.97%
Last 6 Months -32.50% -15.60% -16.90%
Last 12 Months -28.88% -10.41% -18.47%
Since Inception -28.60% 17.66% -46.26%
(Annualized) -9.72% 5.06% -14.78%
Data as of: 03/25/2020
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