Invest Today

This manager is not accepting investments.

For information on investing with our best managers, click the link below.

Invest Today

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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(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%
Show Fund Strategy
Click Here to View More Information About This Fund.
(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%
Show Fund Strategy
Click Here to View More Information About This Fund.
(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%
Click Here to View More Information About This Fund.
(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%
Show Fund Strategy
Click Here to View More Information About This Fund.
(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%
Show Fund Strategy
Click Here to View More Information About This Fund.
(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%
Click Here to View More Information About This Fund.
(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%
Show Fund Strategy
Click Here to View More Information About This Fund.
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
MOM | Price History
MOM | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 48.86% -0.14%
Technology 31.89% 0.16%
Health Care 10.33% 1.96%
Financials 8.92% 0.24%
MOM | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $1,053,747.07
Inception: Ticker Symbol: # of Securities:
July 26, 2018 MOM 10
Description:

Just pure momentum.

MOM | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months N/A
Last 12 Months N/A
MOM | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 PAYC 37.92%
2 TJX 13.74%
3 ULTA 10.56%
4 ICLR 7.56%
5 BURL 5.92%
Position Symbol Inception Return
1 LEA -18.75%
2 NCOM -7.23%
3 ANET -4.55%
4 ADBE 2.76%
5 HD 3.23%
MOM | Recent Returns vs S&P 500
MTD QTD YTD
MOM -1.16% 0.00% 0.00%
S&P 500 0.00% 0.00% 0.00%
MOM | Skill Metrics
All Positions
Winning % 72.73%
Avg. Gain/Loss Ratio 1.08
MOM | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 38.74% -0.11%
Large Cap : Growth 20.57% 0.10%
Mid Cap : Blend 20.57% 0.08%
Small Cap : Value 10.33% 1.96%
Large Cap : Blend 9.80% 0.15%
MOM | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 4.53% 3.75% 0.78%
Last Month 10.18% 8.26% 1.92%
Last 3 Months -2.46% -2.18% -0.28%
Since Inception 2.86% -2.50% 5.36%
(Annualized) 5.45% -4.64% 10.09%
Data as of: 02/05/2019
MOM | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
MOM | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 PAYC $37,772.37
2 TJX $13,760.01
3 ULTA $10,564.11
4 ICLR $7,637.45
5 AZPN $5,983.11
Position Symbol Gains
1 LEA -$18,642.79
2 NCOM -$7,318.65
3 ANET -$4,564.80
4 ADBE $2,755.00
5 HD $3,227.04