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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 15.24% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.76% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.95% 16.37% Fund has a 5 year track record.  
3 YRS 3.82% 11.16% Fund has a 3 year track record.  
1 YR 12.21% 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 11.78% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.89% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 4.55% 16.37% Fund has a 5 year track record.  
3 YRS 0.27% 11.16% Fund has a 3 year track record.  
1 YR 7.05% 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 13.74% 10.28% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 3.89% 7.24% Fund has a 10 year track record.  
5 YRS -2.97% 16.37% Fund has a 5 year track record.  
3 YRS -1.03% 11.16% Fund has a 3 year track record.  
1 YR 15.49% 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 12.59% 10.30% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.33% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 14.25% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 9.93% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 18.18% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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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 14.11% 10.28% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.32% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 14.76% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 0.56% 11.16% Fund has a 3 year track record.  
1 YR 12.73% 15.43% Fund has a 1 year track record.  
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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 16.65% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.46% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 11.87% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 5.63% 11.16% Fund has a 3 year track record.  
1 YR 7.86% 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 10.19% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.02% 7.24% Fund has a 10 year track record.  
5 YRS 16.11% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 15.01% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 24.68% 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 17.69% 10.29% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.29% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.50% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 12.31% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 18.33% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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Achievements
  • KAI Beat the 50th percentile of mutual funds over 10 years.
    May 31, 2018
  • KAIHE Beat the 75th percentile of mutual funds over 5 years.
    May 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    May 31, 2018
  • KAIIT Beat the 75th percentile of mutual funds over 1 year.
    May 31, 2018
Articles

Kai Petainen's Health Fund

KAIHE | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Blend 18.42% 1.87%
Large Cap : Value 15.09% 1.97%
Mid Cap : Growth 14.43% -0.25%
Large Cap : Growth 10.99% -0.06%
Unclassified Market Cap : Unclassified Style 9.23% 1.33%
Small Cap : Growth 8.46% 0.39%
Mid Cap : Blend 8.27% -0.97%
Small Cap : Value 8.26% 0.74%
Mid Cap : Value 3.58% -2.61%
KAIHE | Price History
KAIHE | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $7,505,285.49
Inception: Ticker Symbol: # of Securities:
March 17, 2003 KAIHE 28
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 health care stocks.

KAIHE | Turnover
Last Month N/A
Last 3 Months 21.99%
Last 6 Months 70.66%
Last 12 Months 139.5%
KAIHE | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 UNH $502,526.72
2 QCOR $273,855.41
3 WOOF $256,394.76
4 TFX $245,526.39
5 HUM $243,305.16
Position Symbol Gains
1 HNT -$269,513.21
2 KND -$190,523.51
3 OCR -$152,647.04
4 ELOS -$132,352.93
5 RXD -$107,138.10
KAIHE | Skill Metrics
All Positions
Winning % 70.32%
Avg. Gain/Loss Ratio 1.52
KAIHE | Fund Positions by Sectors and Industries
Color Name Allocation Today
Health Care 93.86% 0.68%
Materials 2.88% 1.24%
KAIHE | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIHE 0.00% 6.60% 11.34% 13.53%
S&P 500 -0.40% 2.12% 0.00% 0.00%
NASDAQ -0.28% 0.00% 0.00% 0.00%
KAIHE | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 1.79% -0.82% 2.61%
Last 30 Days 6.53% 2.00% 4.53%
Last 3 Months 10.67% 2.36% 8.31%
Last 6 Months 13.00% 3.90% 9.10%
Last 12 Months 16.68% 14.82% 1.86%
Last 2 Years 34.73% 38.88% -4.15%
Last 3 Years 5.31% 39.37% -34.06%
Last 5 Years 111.30% 92.95% 18.35%
Last 10 Years 206.70% 160.00% 46.70%
Since Inception 650.53% 337.66% 312.87%
(Annualized) 14.11% 10.15% 3.96%
Data as of: 06/19/2018
KAIHE | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAIHE | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 IDXX 65.49%
2 UNH 46.72%
3 LHCG 40.63%
4 HSTM 29.34%
5 WMGI 28.32%
Position Symbol Inception Return
1 OMED -39.15%
2 PRGO -15.94%
3 MDRX -7.65%
4 COO -6.37%
5 PFE -3.44%