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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
15+ YRS 14.94% 10.45% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.41% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 10.27% 16.37% Fund has a 5 year track record.  
3 YRS 9.46% 11.16% Fund has a 3 year track record.  
1 YR 16.18% 15.43% Fund has a 1 year track record.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 11.51% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.94% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 5.56% 16.37% Fund has a 5 year track record.  
3 YRS 3.69% 11.16% Fund has a 3 year track record.  
1 YR 13.98% 15.43% 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 13.66% 10.45% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.49% 7.24% Fund has a 10 year track record.  
5 YRS 0.32% 16.37% Fund has a 5 year track record.  
3 YRS 4.93% 11.16% Fund has a 3 year track record.  
1 YR 15.92% 15.43% 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
15+ YRS 12.11% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.86% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.61% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.33% 11.16% Fund has a 3 year track record.  
1 YR 12.12% 15.43% 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 14.23% 10.45% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.25% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.10% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 8.02% 11.16% Fund has a 3 year track record.  
1 YR 22.61% 15.43% 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
15+ YRS 16.96% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.77% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 12.79% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 10.48% 11.16% Fund has a 3 year track record.  
1 YR 17.28% 15.43% Fund has a 1 year track record.  
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 10.17% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.86% 7.24% Fund has a 10 year track record.  
5 YRS 18.84% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 25.35% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 29.77% 15.43% 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 17.28% 10.46% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.80% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 12.60% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 16.05% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 15.08% 15.43% Fund has a 1 year track record.  
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Achievements
  • KAIHE Beat the 75th percentile of mutual funds over 10 years.
    Aug 31, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    Aug 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2018
Articles

Kai Petainen's Discretionary

KAIDI | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Growth 16.04% -0.86%
Large Cap : Growth 12.86% -1.01%
Unclassified Market Cap : Unclassified Style 11.73% -1.03%
Large Cap : Blend 11.59% -1.37%
Micro Cap : Value 9.16% -0.71%
Mid Cap : Value 8.86% -1.70%
Small Cap : Value 7.94% -0.45%
Large Cap : Value 7.73% -0.49%
Mid Cap : Blend 7.45% -0.05%
Small Cap : Growth 5.47% -0.51%
KAIDI | Price History
KAIDI | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $5,415,793.61
Inception: Ticker Symbol: # of Securities:
March 20, 2003 KAIDI 32
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 has only consumer discretionary stocks.

KAIDI | Turnover
Last Month N/A
Last 3 Months 14.51%
Last 6 Months 27.25%
Last 12 Months 75.18%
KAIDI | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 FL $452,623.30
2 DDS $385,512.21
3 SHFL $284,485.18
4 EXPE $217,122.20
5 SMP $200,077.31
Position Symbol Gains
1 TRW -$271,744.62
2 TCLRY -$173,322.95
3 SPLS -$171,286.39
4 PETM -$142,237.51
5 KSS -$134,207.96
KAIDI | Skill Metrics
All Positions
Winning % 59.91%
Avg. Gain/Loss Ratio 1.39
KAIDI | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 89.53% -0.82%
Technology 8.46% -0.87%
Industrials 0.51% -0.96%
Real Estate 0.34% -0.83%
KAIDI | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIDI -0.00% -1.68% 2.04% -1.59%
S&P 500 -0.56% -0.44% 0.00% 0.00%
NASDAQ -1.42% 0.00% 0.00% 0.00%
KAIDI | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -1.09% 0.46% -1.55%
Last 30 Days -0.48% 1.52% -2.00%
Last 3 Months -1.05% 5.06% -6.11%
Last 6 Months 3.77% 7.54% -3.77%
Last 12 Months 7.74% 17.79% -10.05%
Last 2 Years 20.06% 40.54% -20.48%
Last 3 Years 8.94% 56.94% -48.00%
Last 5 Years 21.90% 85.62% -63.72%
Last 10 Years 201.05% 185.23% 15.82%
Since Inception 441.58% 353.00% 88.58%
(Annualized) 11.51% 10.23% 1.28%
Data as of: 09/17/2018
KAIDI | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAIDI | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 BURL 86.56%
2 FL 73.29%
3 PNK 67.26%
4 LEA 51.33%
5 POOL 45.31%
Position Symbol Inception Return
1 WGO -33.45%
2 GPS -7.09%
3 BWA -5.02%
4 LVS -3.48%
5 BBY -2.92%