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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

Kai Petainen's Energy/Utility Fund

KAIEN | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Value 27.30% 0.94%
Large Cap : Value 20.04% -0.01%
Unclassified Market Cap : Unclassified Style 17.22% 0.25%
Mid Cap : Blend 13.34% 0.45%
Small Cap : Value 10.52% 0.60%
Large Cap : Blend 3.96% -3.70%
Small Cap : Blend 2.92% 1.64%
Large Cap : Growth 2.75% -1.58%
Small Cap : Growth 1.94% -0.11%
KAIEN | Price History
KAIEN | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $7,267,347.68
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 19.15%
Last 12 Months 100.82%
KAIEN | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 DK $513,377.67
2 ALJ $492,473.85
3 HFC $478,633.40
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 83.78% 0.30%
Unallocated 9.69% 0.50%
Materials 4.18% 0.00%
Utilities 2.35% 1.04%
KAIEN | Recent Returns vs S&P 500
MTD QTD YTD
KAIEN -0.98% 2.34% 7.86%
S&P 500 0.00% 0.00% 0.00%
KAIEN | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -8.22% 3.27% -11.49%
Last Month -24.34% -23.11% -1.23%
Last 3 Months -22.10% -23.21% 1.11%
Last 6 Months -24.64% -15.60% -9.04%
Last 12 Months -27.80% -10.41% -17.39%
Since Inception 404.31% 306.20% 98.11%
(Annualized) 9.96% 8.58% 1.38%
Data as of: 03/25/2020
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 109.55%
2 PBF 54.79%
3 HFC 37.05%
4 OGS 35.16%
5 CNXM 27.83%
Position Symbol Inception Return
1 BKH -6.67%
2 MDR -4.74%
3 SPH -2.82%
4 HCC -1.81%
5 LNT -1.80%