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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 Materials & Staples

KAIMS | Fund Positions by Styles
Color Name Allocation Today
Unclassified Market Cap : Unclassified Style 15.79% -0.05%
Mid Cap : Value 13.33% 0.40%
Large Cap : Value 12.11% 0.12%
Micro Cap : Value 11.93% -0.09%
Small Cap : Blend 11.06% -0.23%
Large Cap : Growth 10.07% -0.05%
Small Cap : Growth 7.39% -0.55%
Small Cap : Value 7.27% 0.50%
Mid Cap : Blend 6.34% -0.15%
Mid Cap : Growth 2.81% -0.93%
Large Cap : Blend 1.88% -0.63%
KAIMS | Price History
KAIMS | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Kai Petainen $12,026,342.02
Inception: Ticker Symbol: # of Securities:
March 18, 2003 KAIMS 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 stocks from the material and consumer staples sector.

KAIMS | Turnover
Last Month 1.29%
Last 3 Months 7.07%
Last 6 Months 38.84%
Last 12 Months 92.11%
KAIMS | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 MED $781,832.90
2 TSE $565,984.29
3 CENT $563,479.60
4 HUN $550,773.42
5 UFPT $508,663.13
Position Symbol Gains
1 DEG -$313,285.91
2 CENX -$273,761.81
3 OME -$267,655.08
4 CYT -$255,913.52
5 MJN -$255,176.92
KAIMS | Skill Metrics
All Positions
Winning % 68.94%
Avg. Gain/Loss Ratio 1.33
KAIMS | Fund Positions by Sectors and Industries
Color Name Allocation Today
Materials 54.52% -0.21%
Consumer Staples 21.26% 0.08%
Consumer Discretionary 14.62% 0.93%
Industrials 5.18% 0.24%
Unallocated 2.29% -0.28%
Energy 2.12% -1.46%
KAIMS | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
KAIMS 0.00% 1.31% 3.19% 2.31%
S&P 500 -0.40% 2.12% 0.00% 0.00%
NASDAQ -0.28% 0.00% 0.00% 0.00%
KAIMS | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -1.31% -0.82% -0.49%
Last 30 Days -0.38% 2.00% -2.38%
Last 3 Months 0.79% 2.36% -1.57%
Last 6 Months 2.33% 3.90% -1.57%
Last 12 Months 17.53% 14.82% 2.71%
Last 2 Years 38.47% 38.88% -0.41%
Last 3 Years 43.37% 39.37% 4.00%
Last 5 Years 95.47% 92.95% 2.52%
Last 10 Years 168.20% 160.00% 8.20%
Since Inception 1,102.63% 335.80% 766.83%
(Annualized) 17.69% 10.12% 7.57%
Data as of: 06/19/2018
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 165.75%
2 HUN 50.89%
3 FCX 48.76%
4 NGVT 42.08%
5 WMK 31.23%
Position Symbol Inception Return
1 FTK -44.81%
2 OI -25.69%
3 HSY -12.79%
4 BERY -8.25%
5 DWDP -3.74%