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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 Energy/Utility Fund

KAIEN | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Value 27.12% -0.07%
Large Cap : Value 20.01% -0.03%
Unclassified Market Cap : Unclassified Style 17.28% -0.08%
Mid Cap : Blend 13.60% -0.46%
Small Cap : Value 10.34% -0.63%
Large Cap : Blend 4.14% -0.62%
Small Cap : Blend 2.89% -0.99%
Large Cap : Growth 2.71% -0.18%
Small Cap : Growth 1.92% -0.60%
KAIEN | Price History
KAIEN | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $7,287,731.02
Inception: Ticker Symbol: # of Securities:
March 17, 2003 KAIEN 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 energy and utility stocks.

KAIEN | Turnover
Last Month N/A
Last 3 Months 10.22%
Last 6 Months 19.57%
Last 12 Months 100.82%
KAIEN | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 DK $537,535.51
2 ALJ $492,473.85
3 HFC $474,419.40
4 ELP $474,146.46
5 YZC $381,195.87
Position Symbol Gains
1 CRK -$282,114.05
2 TNK -$249,528.37
3 ATW -$173,833.34
4 ALDW -$166,730.48
5 HNP -$156,457.42
KAIEN | Skill Metrics
All Positions
Winning % 63.78%
Avg. Gain/Loss Ratio 1.46
KAIEN | Fund Positions by Sectors and Industries
Color Name Allocation Today
Energy 84.01% -0.27%
Unallocated 9.62% 0.22%
Materials 3.97% -0.51%
Utilities 2.40% -0.53%
KAIEN | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIEN -0.00% -0.64% 2.62% 8.16%
S&P 500 -0.56% -0.44% 0.00% 0.00%
NASDAQ -1.42% 0.00% 0.00% 0.00%
KAIEN | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.56% 0.46% 0.10%
Last 30 Days 1.52% 1.52% 0.00%
Last 3 Months 2.00% 5.06% -3.06%
Last 6 Months 12.40% 7.54% 4.86%
Last 12 Months 11.83% 17.79% -5.96%
Last 2 Years 26.48% 40.54% -14.06%
Last 3 Years 14.56% 56.94% -42.38%
Last 5 Years 0.40% 85.62% -85.22%
Last 10 Years 79.28% 185.23% -105.95%
Since Inception 628.77% 359.81% 268.96%
(Annualized) 13.66% 10.33% 3.33%
Data as of: 09/17/2018
KAIEN | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAIEN | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 DK 114.70%
2 PBF 61.58%
3 HFC 36.73%
4 OGS 35.81%
5 CNXM 29.39%
Position Symbol Inception Return
1 HCC -5.88%
2 MDR -5.51%
3 BKH -4.97%
4 SPH -4.31%
5 LNT -1.10%