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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: 08/02/2019) 14.17% 13.79% 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: 08/02/2019) 14.41% 10.19% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 11.00% 9.09% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.34% 14.02% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 6.85% 11.33% Fund has a 5 year track record.  
3 YRS 12.37% 13.32% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 8.80% 7.99% 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: 08/02/2019) 11.04% 9.93% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.67% 9.09% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 10.74% 14.02% Fund has a 10 year track record.  
5 YRS 5.23% 11.33% Fund has a 5 year track record.  
3 YRS 8.96% 13.32% Fund has a 3 year track record.  
1 YR 6.31% 7.99% 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: 08/02/2019) 12.22% 10.02% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.75% 9.09% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 4.97% 14.02% Fund has a 10 year track record.  
5 YRS -4.45% 11.33% Fund has a 5 year track record.  
3 YRS 5.00% 13.32% Fund has a 3 year track record.  
1 YR -6.24% 7.99% Fund has a 1 year track record.  
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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: 08/02/2019) 11.59% 9.78% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.09% 9.09% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 12.13% 14.02% Fund has a 10 year track record.  
5 YRS 9.89% 11.33% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 11.61% 13.32% Fund has a 3 year track record.  
1 YR 3.22% 7.99% 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: 08/02/2019) 13.48% 10.02% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.80% 9.09% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.64% 14.02% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 9.58% 11.33% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.73% 13.32% Fund has a 3 year track record.  
1 YR 5.51% 7.99% Beat the 50th 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: 08/02/2019) 16.67% 9.93% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.98% 9.09% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 16.19% 14.02% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 10.53% 11.33% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 15.55% 13.32% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 18.33% 7.99% 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: 08/02/2019) 10.59% 10.24% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.74% 9.09% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 13.94% 14.02% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 16.61% 11.33% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 18.66% 13.32% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 20.66% 7.99% 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: 08/02/2019) 15.69% 9.99% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.17% 9.09% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 10.73% 14.02% Fund has a 10 year track record.  
5 YRS 7.05% 11.33% Fund has a 5 year track record.  
3 YRS 5.85% 13.32% Fund has a 3 year track record.  
1 YR -7.64% 7.99% 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: 08/02/2019) 9.29% 13.10% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.85% 9.09%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 08/02/2019) 4.30% 13.12% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.65% 9.09%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 08/02/2019) 4.78% 9.00% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.83% 9.09%
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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: 08/02/2019) 8.60% 13.10% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.92% 9.09%
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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: 08/02/2019) 1.33% 13.10% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.13% 9.09%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 08/02/2019) 15.61% 6.14% View Fund Stats
RETURN PERIOD (As Of: 07/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.37% 9.09%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Jul 31, 2019
  • KAIIN Beat the 75th percentile of mutual funds over 10 years.
    Jul 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Jul 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Jul 31, 2019
  • KAIIN Beat the 75th percentile of mutual funds over 1 year.
    Jul 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 -2.65% -3.07% 0.42%
Last Month 0.49% 0.00% 0.49%
Last 3 Months 3.05% 0.05% 3.00%
Last 6 Months 13.33% 9.42% 3.91%
Since Inception 8.10% 14.61% -6.51%
(Annualized) 4.78% 8.52% -3.74%
Data as of: 08/02/2019
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