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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 Industrial Fund

KAIIN | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Blend 16.23% -1.24%
Large Cap : Blend 14.35% -0.19%
Large Cap : Value 12.33% -0.75%
Small Cap : Value 11.78% -0.75%
Large Cap : Growth 10.28% -1.01%
Unclassified Market Cap : Unclassified Style 7.93% -0.73%
Micro Cap : Blend 6.98% -0.51%
Micro Cap : Value 5.82% -1.16%
Mid Cap : Value 5.25% -0.01%
Small Cap : Blend 3.49% -0.32%
Small Cap : Growth 3.04% -0.78%
Mid Cap : Growth 2.53% -1.75%
KAIIN | Price History
KAIIN | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $10,484,947.26
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 12.93%
Last 6 Months 23.97%
Last 12 Months 63.64%
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 2.07
KAIIN | Fund Positions by Sectors and Industries
Color Name Allocation Today
Industrials 90.50% -0.81%
Energy 4.08% -0.08%
Financials 3.49% -0.32%
Consumer Discretionary 1.93% -0.48%
KAIIN | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIIN 0.00% 0.90% 0.41% -2.44%
S&P 500 -0.40% 2.12% 0.00% 0.00%
NASDAQ -0.28% 0.00% 0.00% 0.00%
KAIIN | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -2.45% -0.82% -1.63%
Last 30 Days -0.05% 2.00% -2.05%
Last 3 Months -2.45% 2.36% -4.81%
Last 6 Months -2.82% 3.90% -6.72%
Last 12 Months 6.64% 14.82% -8.18%
Last 2 Years 36.83% 38.88% -2.05%
Last 3 Years 19.04% 39.37% -20.33%
Last 5 Years 78.80% 92.95% -14.15%
Last 10 Years 187.17% 160.00% 27.17%
Since Inception 948.49% 331.18% 617.31%
(Annualized) 16.65% 10.05% 6.60%
Data as of: 06/19/2018
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 CNHI 81.58%
2 RAVN 54.31%
3 BWXT 39.30%
4 CBPX 37.93%
5 UNP 30.09%
Position Symbol Inception Return
1 BGG -19.20%
2 PCAR -15.85%
3 MAN -10.60%
4 SP -5.00%
5 EME -2.69%