Invest Today

This manager is not accepting investments.

For information on investing with our best managers, click the link below.

Invest Today

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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
(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
Show Fund Strategy
Click Here to View More Information About This Fund.
Articles

Kai Petainen's Industrial Fund

KAIIN | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Blend 17.44% 0.20%
Mid Cap : Blend 16.32% -0.41%
Large Cap : Value 12.31% 0.03%
Small Cap : Value 12.19% 0.09%
Large Cap : Growth 10.81% -0.65%
Unclassified Market Cap : Unclassified Style 8.01% -0.66%
Micro Cap : Blend 6.43% 1.57%
Micro Cap : Value 6.06% -0.67%
Mid Cap : Value 4.70% 1.53%
Small Cap : Growth 3.42% -0.92%
Mid Cap : Growth 2.31% -1.02%
KAIIN | Price History
KAIIN | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $11,184,468.60
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 % 60.04%
Avg. Gain/Loss Ratio 2.14
KAIIN | Fund Positions by Sectors and Industries
Color Name Allocation Today
Industrials 93.94% -0.05%
Energy 4.18% -0.04%
Consumer Discretionary 1.88% -0.62%
KAIIN | Recent Returns vs S&P 500
MTD QTD YTD
KAIIN 0.39% 9.30% 4.08%
S&P 500 0.00% 0.00% 0.00%
KAIIN | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 8.73% 3.27% 5.46%
Last Month -29.76% -23.11% -6.65%
Last 3 Months -29.98% -23.21% -6.77%
Last 6 Months -26.13% -15.60% -10.53%
Last 12 Months -19.47% -10.41% -9.06%
Since Inception 833.36% 300.18% 533.18%
(Annualized) 14.02% 8.49% 5.53%
Data as of: 03/25/2020
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 CNHI 82.70%
2 RAVN 80.55%
3 CBPX 61.60%
4 DCI 43.60%
5 TTEK 40.73%
Position Symbol Inception Return
1 BGG -18.20%
2 PCAR -15.64%
3 MAN -12.87%
4 SP -9.23%
5 MAS -6.70%