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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 Tech Fund

KAIIT | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 15.70% -1.39%
Small Cap : Blend 12.38% -1.34%
Small Cap : Value 11.61% -0.84%
Large Cap : Blend 11.52% -0.41%
Mid Cap : Growth 10.82% -2.04%
Unclassified Market Cap : Unclassified Style 7.61% -2.10%
Mid Cap : Blend 6.56% -0.79%
Large Cap : Value 6.55% 0.03%
Micro Cap : Growth 5.83% -3.48%
Mid Cap : Value 5.08% -1.61%
Micro Cap : Blend 3.45% 0.40%
Small Cap : Growth 2.91% -0.12%
KAIIT | Price History
KAIIT | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $4,535,707.21
Inception: Ticker Symbol: # of Securities:
February 11, 2003 KAIIT 35
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 info tech and telecom stocks.

KAIIT | Turnover
Last Month N/A
Last 3 Months 5.75%
Last 6 Months 15.79%
Last 12 Months 64.04%
KAIIT | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 SHEN $367,761.67
2 HIMX $233,409.38
3 NOVT $116,787.48
4 FIVN $116,158.06
5 RSTI $116,086.35
Position Symbol Gains
1 EXAR -$146,025.06
2 BRP -$109,036.50
3 WSTC -$95,633.91
4 TNE -$88,316.52
5 IRF -$82,063.06
KAIIT | Skill Metrics
All Positions
Winning % 55.44%
Avg. Gain/Loss Ratio 1.64
KAIIT | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 75.28% -1.50%
Industrials 10.50% -0.43%
Unallocated 6.47% 0.90%
Consumer Discretionary 4.10% -0.67%
Financials 3.65% -0.68%
KAIIT | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIIT -0.00% -4.07% 6.00% 16.65%
S&P 500 -0.56% -0.44% 0.00% 0.00%
NASDAQ -1.42% 0.00% 0.00% 0.00%
KAIIT | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -1.31% 0.46% -1.77%
Last 30 Days -0.44% 1.52% -1.96%
Last 3 Months 2.17% 5.06% -2.89%
Last 6 Months 8.72% 7.54% 1.18%
Last 12 Months 23.02% 17.79% 5.23%
Last 2 Years 51.12% 40.54% 10.58%
Last 3 Years 88.73% 56.94% 31.79%
Last 5 Years 102.06% 85.62% 16.44%
Last 10 Years 173.60% 185.23% -11.63%
Since Inception 353.57% 379.61% -26.04%
(Annualized) 10.17% 10.57% -0.40%
Data as of: 09/17/2018
KAIIT | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAIIT | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 MA 92.71%
2 AZPN 73.94%
3 FIVN 71.73%
4 INTU 59.35%
5 CISN 59.00%
Position Symbol Inception Return
1 RBBN -16.91%
2 XRX -10.87%
3 AEIS -5.65%
4 AMAT -1.88%
5 VSH -1.52%