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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
(K11) Kai's Concentrated Picks
MODEL INCEPTION (11/29/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 15.59% 16.21% View Fund Stats
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(KAI) Kai Petainen's Fund
MODEL INCEPTION (02/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 01/17/2020) 14.55% 10.71% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 11.37% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.35% 13.44% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 5.24% 10.10% Fund has a 5 year track record.  
3 YRS 11.46% 12.71% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 3.39% 2.93% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIDI) Kai Petainen's Discretionary
MODEL INCEPTION (03/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 11.46% 10.46% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 8.49% 8.95% Fund has a 15 year track record.  
10 YRS 9.73% 13.44% Fund has a 10 year track record.  
5 YRS 3.29% 10.10% Fund has a 5 year track record.  
3 YRS 7.20% 12.71% Fund has a 3 year track record.  
1 YR 0.19% 2.93% Beat the 50th percentile of mutual funds over 1 year.  
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(KAIEN) Kai Petainen's Energy/Utility Fund
MODEL INCEPTION (03/17/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 01/17/2020) 11.88% 10.55% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.76% 8.95% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 4.66% 13.44% Fund has a 10 year track record.  
5 YRS -6.65% 10.10% Fund has a 5 year track record.  
3 YRS 4.32% 12.71% Fund has a 3 year track record.  
1 YR -10.14% 2.93% 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
16+ YRS (As of: 01/17/2020) 11.82% 10.31% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.75% 8.95% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 10.03% 13.44% Fund has a 10 year track record.  
5 YRS 8.11% 10.10% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 7.83% 12.71% Fund has a 3 year track record.  
1 YR -2.54% 2.93% 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
16+ YRS (As of: 01/17/2020) 13.92% 10.55% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 10.81% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 14.20% 13.44% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.33% 10.10% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 11.82% 12.71% Beat the 50th percentile of mutual funds over 3 years.  
1 YR -0.11% 2.93% 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
16+ YRS (As of: 01/17/2020) 16.86% 10.46% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.97% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 15.29% 13.44% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 8.62% 10.10% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 15.27% 12.71% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 12.80% 2.93% Beat the 75th percentile of mutual funds over 1 year.  
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(KAIIT) Kai Petainen's Tech Fund
MODEL INCEPTION (02/11/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS (As of: 01/17/2020) 11.13% 10.77% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 9.98% 8.95% Beat the 50th percentile of mutual funds over 15 years.  
10 YRS 13.65% 13.44% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 13.96% 10.10% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 20.26% 12.71% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 10.48% 2.93% 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
16+ YRS (As of: 01/17/2020) 15.62% 10.53% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 12.31% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 10.12% 13.44% Fund has a 10 year track record.  
5 YRS 6.36% 10.10% Fund has a 5 year track record.  
3 YRS 5.14% 12.71% Fund has a 3 year track record.  
1 YR -7.21% 2.93% Fund has a 1 year track record.  
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(KBIG) Kai's Largecap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 12.33% 15.63% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.79% 8.95%
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(KDIV) Dividend Fund
MODEL INCEPTION (01/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 7.71% 15.77% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.68% 8.95%
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(KEYE) KEYE
MODEL INCEPTION (12/01/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS (As of: 01/17/2020) 8.66% 13.49% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.87% 8.95%
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(KMID) Kai's Midcap Fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 10.73% 15.63% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -2.90% 8.95%
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(KSMAL) Kai's smallcap fund
MODEL INCEPTION (12/08/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS (As of: 01/17/2020) 3.80% 15.63% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -4.20% 8.95%
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(MOM) PURE MOMENTUM
MODEL INCEPTION (07/26/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 01/17/2020) 14.90% 13.42% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS -3.26% 8.95%
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Achievements
  • KAI Beat the 75th percentile of mutual funds over 15 years.
    Aug 31, 2019
  • KAI Beat the 75th percentile of mutual funds over 10 years.
    Aug 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 5 years.
    Aug 31, 2019
  • KAIIT Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2019
  • K11 Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2019
Articles

Kai Petainen's Materials & Staples

KAIMS | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 21.57% -0.10%
Mid Cap : Value 15.29% -0.06%
Large Cap : Value 13.75% 0.43%
Large Cap : Growth 10.39% -0.28%
Mid Cap : Blend 10.01% -0.28%
Small Cap : Value 8.60% -0.51%
Small Cap : Blend 7.93% -1.37%
Micro Cap : Value 7.57% -1.59%
Mid Cap : Growth 2.72% -0.05%
Large Cap : Blend 2.17% 0.45%
KAIMS | Price History
KAIMS | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $11,452,526.52
Inception: Ticker Symbol: # of Securities:
March 18, 2003 KAIMS 39
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 stocks from the material and consumer staples sector.

KAIMS | Turnover
Last Month N/A
Last 3 Months 24.23%
Last 6 Months 26.76%
Last 12 Months 69.28%
KAIMS | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 MED $1,115,687.31
2 TSE $565,984.29
3 CENT $563,479.60
4 UFPT $508,663.13
5 HUN $493,337.91
Position Symbol Gains
1 FTK -$313,744.29
2 DEG -$307,158.72
3 CENX -$273,761.81
4 OME -$267,655.08
5 MJN -$255,176.92
KAIMS | Skill Metrics
All Positions
Winning % 68.26%
Avg. Gain/Loss Ratio 1.39
KAIMS | Fund Positions by Sectors and Industries
Color Name Allocation Today
Materials 51.51% -0.62%
Consumer Discretionary 16.70% 0.24%
Consumer Staples 13.93% 0.59%
Industrials 12.43% -1.14%
Unallocated 5.43% 0.18%
KAIMS | Recent Returns vs S&P 500
MTD QTD YTD
KAIMS -4.81% -2.42% -2.57%
S&P 500 0.00% 0.00% 0.00%
KAIMS | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 1.80% 1.99% -0.19%
Last Month 2.70% 4.47% -1.77%
Last 3 Months 4.13% 12.04% -7.91%
Last 6 Months 2.41% 12.96% -10.55%
Last 12 Months 13.29% 28.86% -15.57%
Since Inception 1,052.80% 441.89% 610.91%
(Annualized) 15.62% 10.55% 5.07%
Data as of: 01/17/2020
KAIMS | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
KAIMS | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 MED 236.52%
2 NGVT 75.64%
3 HUN 45.58%
4 CE 29.60%
5 FCX 29.47%
Position Symbol Inception Return
1 VHI -35.56%
2 OI -24.68%
3 VNTR -24.37%
4 EPC -7.35%
5 KRO -7.09%