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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
KEYE | Price History
KEYE | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 21.76% -0.69%
Technology 20.33% 0.68%
Industrials 16.96% 0.06%
Financials 16.02% 0.75%
Health Care 12.88% 0.09%
Energy 6.76% 1.03%
Materials 5.29% 0.56%
KEYE | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $1,024,924.03
Inception: Ticker Symbol: # of Securities:
December 01, 2017 KEYE 32
Description:

KEYE | Turnover
Last Month N/A
Last 3 Months 27.07%
Last 6 Months 50.46%
Last 12 Months N/A
KEYE | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 VNOM 95.25%
2 XOXO 77.65%
3 FCN 72.19%
4 FFIV 49.97%
5 WMGI 45.61%
Position Symbol Inception Return
1 MTW -40.36%
2 WGO -39.99%
3 ARCO -38.09%
4 VGR -24.53%
5 GCAP -19.71%
KEYE | Recent Returns vs S&P 500
MTD QTD YTD
KEYE -281962.56% 1.34% 3.32%
S&P 500 0.00% 0.00% 0.00%
KEYE | Skill Metrics
All Positions
Winning % 40.98%
Avg. Gain/Loss Ratio 1.70
KEYE | Fund Positions by Styles
Color Name Allocation Today
Small Cap : Value 26.38% 0.41%
Unclassified Market Cap : Unclassified Style 19.87% 0.63%
Large Cap : Blend 18.70% 0.21%
Mid Cap : Value 10.07% 0.57%
Micro Cap : Value 8.93% 0.35%
Small Cap : Blend 7.12% -0.60%
Mid Cap : Growth 3.80% 0.50%
Mid Cap : Blend 3.69% 1.36%
Small Cap : Growth 1.43% -4.88%
KEYE | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 3.03% 3.75% -0.72%
Last Month 5.95% 8.26% -2.31%
Last 3 Months -7.44% -2.18% -5.26%
Since Inception -4.13% 5.95% -10.08%
(Annualized) -3.51% 5.02% -8.53%
Data as of: 02/05/2019
KEYE | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KEYE | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 VNOM $23,700.43
2 EQM $20,848.10
3 XOXO $19,878.73
4 FCN $17,306.10
5 WMGI $17,024.70
Position Symbol Gains
1 FTK -$25,676.00
2 RMP -$25,086.84
3 WGO -$9,785.21
4 MTW -$9,659.44
5 ARCO -$9,420.01