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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
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 9.60% 3.27% 6.33%
Last Month -18.16% -23.11% 4.95%
Last 3 Months -16.13% -23.21% 7.08%
Last 6 Months -11.51% -15.60% 4.09%
Last 12 Months -7.75% -10.41% 2.66%
Since Inception -0.88% -9.76% 8.88%
(Annualized) -0.53% -5.98% 5.45%
Data as of: 03/25/2020
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