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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 Health Fund

KAIHE | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Value 19.98% 0.53%
Mid Cap : Growth 15.31% 0.80%
Large Cap : Blend 12.37% 0.74%
Small Cap : Value 12.35% 0.02%
Small Cap : Growth 10.96% 0.88%
Unclassified Market Cap : Unclassified Style 8.10% -0.12%
Micro Cap : Value 5.08% 1.18%
Mid Cap : Blend 4.10% -1.02%
Large Cap : Growth 4.01% -0.03%
Mid Cap : Value 3.96% 0.28%
Small Cap : Blend 2.42% 1.46%
Micro Cap : Blend 1.36% 0.65%
KAIHE | Price History
KAIHE | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $7,972,653.06
Inception: Ticker Symbol: # of Securities:
March 17, 2003 KAIHE 30
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 22.33%
Last 6 Months 36.79%
Last 12 Months 125.68%
KAIHE | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 UNH $516,603.44
2 QCOR $273,855.41
3 HUM $264,065.55
4 ENDP $259,401.19
5 WOOF $256,394.76
Position Symbol Gains
1 ABAX -$282,297.50
2 HNT -$269,513.21
3 KND -$190,523.51
4 OCR -$156,140.64
5 ELOS -$132,352.93
KAIHE | Skill Metrics
All Positions
Winning % 70.66%
Avg. Gain/Loss Ratio 1.39
KAIHE | Fund Positions by Sectors and Industries
Color Name Allocation Today
Health Care 91.02% 0.40%
Unallocated 3.55% 1.67%
Technology 3.47% -0.45%
Materials 1.96% 3.09%
KAIHE | Recent Returns vs S&P 500
MTD QTD YTD
KAIHE -0.97% 9.60% 20.60%
S&P 500 0.00% 0.00% 0.00%
KAIHE | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 0.87% 3.27% -2.40%
Last Month -21.89% -23.11% 1.22%
Last 3 Months -22.81% -23.21% 0.40%
Last 6 Months -13.33% -15.60% 2.27%
Last 12 Months -12.02% -10.41% -1.61%
Since Inception 581.55% 306.20% 275.35%
(Annualized) 11.93% 8.58% 3.35%
Data as of: 03/25/2020
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 82.67%
2 EHC 69.32%
3 LHCG 64.99%
4 WMGI 50.89%
5 UNH 48.11%
Position Symbol Inception Return
1 OMED -53.93%
2 ACOR -32.38%
3 AG -20.87%
4 NEOG -11.97%
5 BRKR 0.96%