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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 Health Fund

KAIHE | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Value 19.80% 0.28%
Mid Cap : Growth 14.92% -1.21%
Small Cap : Value 12.46% -1.51%
Large Cap : Blend 12.21% 0.67%
Small Cap : Growth 10.88% -0.31%
Unclassified Market Cap : Unclassified Style 8.21% 0.14%
Micro Cap : Value 4.76% -0.14%
Mid Cap : Blend 4.20% -1.27%
Mid Cap : Value 4.09% -0.55%
Large Cap : Growth 3.93% -2.09%
Small Cap : Blend 3.19% -3.37%
Micro Cap : Blend 1.36% -0.22%
KAIHE | Price History
KAIHE | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $7,875,760.04
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 44.31%
Last 12 Months 125.68%
KAIHE | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 UNH $514,005.95
2 QCOR $273,855.41
3 HUM $261,149.07
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 % 70.98%
Avg. Gain/Loss Ratio 1.36
KAIHE | Fund Positions by Sectors and Industries
Color Name Allocation Today
Health Care 90.64% -0.62%
Technology 3.70% -0.93%
Unallocated 3.67% -0.65%
Materials 1.99% 4.03%
KAIHE | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIHE -0.00% -2.18% 8.26% 19.13%
S&P 500 -0.56% -0.44% 0.00% 0.00%
NASDAQ -1.42% 0.00% 0.00% 0.00%
KAIHE | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.25% 0.46% -0.21%
Last 30 Days 1.50% 1.52% -0.02%
Last 3 Months 4.94% 5.06% -0.12%
Last 6 Months 16.13% 7.54% 8.59%
Last 12 Months 17.76% 17.79% -0.03%
Last 2 Years 39.30% 40.54% -1.24%
Last 3 Years 19.69% 56.94% -37.25%
Last 5 Years 92.55% 85.62% 6.93%
Last 10 Years 230.85% 185.23% 45.62%
Since Inception 687.58% 359.81% 327.77%
(Annualized) 14.23% 10.33% 3.90%
Data as of: 09/17/2018
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 78.44%
2 EHC 71.49%
3 LHCG 56.99%
4 UNH 47.87%
5 MYGN 41.72%
Position Symbol Inception Return
1 ACOR -40.12%
2 OMED -39.36%
3 AG -20.87%
4 PFE 1.31%
5 ABT 4.09%