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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 Industrial Fund

KAIIN | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Blend 17.25% 0.26%
Mid Cap : Blend 16.38% -0.46%
Small Cap : Value 12.49% -0.14%
Large Cap : Value 12.11% 0.43%
Large Cap : Growth 10.61% -0.04%
Unclassified Market Cap : Unclassified Style 7.89% 1.05%
Micro Cap : Blend 6.51% -0.74%
Micro Cap : Value 6.24% 0.12%
Mid Cap : Value 4.75% -0.37%
Small Cap : Growth 3.40% -2.07%
Mid Cap : Growth 2.37% 0.10%
KAIIN | Price History
KAIIN | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $11,342,524.90
Inception: Ticker Symbol: # of Securities:
March 20, 2003 KAIIN 36
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 industrial stocks.

KAIIN | Turnover
Last Month N/A
Last 3 Months 3.01%
Last 6 Months 15.94%
Last 12 Months 41.91%
KAIIN | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 SAIA $525,858.33
2 ITT $493,926.29
3 LUV $446,618.29
4 APOG $362,238.87
5 NOC $361,903.76
Position Symbol Gains
1 QLTY -$288,655.64
2 PTSI -$201,938.09
3 CMRE -$188,561.44
4 AVH -$186,070.86
5 DSWL -$178,165.81
KAIIN | Skill Metrics
All Positions
Winning % 60.26%
Avg. Gain/Loss Ratio 2.16
KAIIN | Fund Positions by Sectors and Industries
Color Name Allocation Today
Industrials 93.90% -0.04%
Energy 4.15% -0.02%
Consumer Discretionary 1.95% 0.35%
KAIIN | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIIN -0.00% 1.80% 10.84% 5.54%
S&P 500 -0.56% -0.44% 0.00% 0.00%
NASDAQ -1.42% 0.00% 0.00% 0.00%
KAIIN | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.53% 0.46% 0.07%
Last 30 Days 3.53% 1.52% 2.01%
Last 3 Months 8.18% 5.06% 3.12%
Last 6 Months 5.53% 7.54% -2.01%
Last 12 Months 15.90% 17.79% -1.89%
Last 2 Years 43.05% 40.54% 2.51%
Last 3 Years 35.08% 56.94% -21.86%
Last 5 Years 71.57% 85.62% -14.05%
Last 10 Years 262.59% 185.23% 77.36%
Since Inception 1,034.25% 353.00% 681.25%
(Annualized) 16.95% 10.23% 6.72%
Data as of: 09/17/2018
KAIIN | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAIIN | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 RAVN 88.84%
2 CNHI 81.23%
3 CBPX 63.11%
4 TTEK 46.50%
5 DCI 44.89%
Position Symbol Inception Return
1 BGG -15.63%
2 PCAR -15.46%
3 MAN -12.10%
4 SP -5.63%
5 EME -4.38%