November 30, 2022
Kingfisher Capital is proud to intoduce Hanna Yesur as Senior Wealth Services Manager. Ms. Yesuf joined the firm in early 2022 and brings more than 15 years of experience helping families and business owners identify and address key financial priorities.
Tuesday, June 04, 2019
Kingfisher Capital, a leading investment management firm since 1989, is successfully building social capital through thoughtful, civic engagement. Ulrike Miles, who leads Kingfisher's community outreach and philanthropic initiatives, has served on the Boards of Directors of both the Charlotte Symphony Orchestra and the McColl Center for Art + Innovation since 2013.
Monday, April 24, 2017
Alex Miles Of Kingfisher Capital Among "Best Of Best" Financial Advisors Attending Barron's Top Independent Advisors Summit
Alexander Miles, Co-Founder and Chief Investment Officer of Kingfisher Capital attended the ninth-annual Barron's Top Independent Advisors Summit, hosted by Barron's magazine to promote best practices in the wealth management industry and the value of advice to the investing public. The invitation-only, annual conference was held at the Ritz Carlton in Orlando, FL.
Friday, September 06, 2013
Kingfisher Promotes Talent from Within: Announcing the promotion of Chad Frk to Director
Kingfisher Capital is pleased to announce the promotion of Chad Frk to Director. Mr. Frk, now with the nationally recognized, Charlotte-based investment firm for nearly two years, has been instrumental in adding structure, discipline, and scale to the firm’s expanding institutional relationships with TD Ameritrade, Inc. (“TDA”) and SunTrust Investment Services, Inc. (“STIS”).
Sunday, May 12, 2013
Investing in Highly Predictable Global Patterns
"Gravity investing is essentially a thematic overlay that we employ within our portfolio research that seeks to observe and exploit trends in the global economic and social landscapes which we think are leading to seemingly unavoidable and highly predictable outcomes.”
Kingfisher Capital Press Release | January 2012
SunTrust Investment Services, Inc. (“STIS”) has selected the Kingfisher Global Tactical strategy.
Kingfisher Capital, a global wealth manager and investment advisory firm, is pleased to announce that following a significant national screening process, SunTrust Investment Services, Inc. (“STIS”) has selected the Kingfisher Global Tactical strategy to be made available in the STIS SMA and UMA Programs, AMC Premier and AMC Pinnacle, respectively, and accessible to the institution’s over 500 advisors serving clients in 40 states.
Thursday, December 06, 2012
Kingfisher Capital Launches Global Tactical Series with SunTrust Investment Services, Inc.
Kingfisher Capital, an independent, money management and advisory firm, is pleased to announce that following a multi-year, national screening process, SunTrust Investment Services, Inc. ("STIS"), the investment advisor and broker/dealer affiliate of SunTrust Banks, Inc., selected Kingfisher's Global Tactical Series to be utilized by the institution's over 500 advisors, serving investors in 40 states.
By Alex Miles | Volume 3 | Issue 7 | July 2012
The Water Nexus, Defining the Water Market: A Fresh Perspective
AWI recently invited Kingfisher's CIO Alex Miles to write a regular column that would explore the notion of redefining the water market. This month’s installment is the first in a series that seeks to challenge the way we think about water and the models that support its efficient, equitable and sustainable use.
April 29th thru May 1st, 2012 Rome, Italy
Global Water Intelligence and the International Desalination Association Present: Global Water Summit A Brave New World
From revolutions in the Middle East and North Africa to turmoil in the world economy and the continued rise of the BRIC nations, 2011 was a year of momentous change, and the consequences will be felt throughout the global water sector. Our keynote session brings together a series of high level speakers from the epicentre of these great world events. What sort of future can we expect for the world, and for the water industry in particular?
April 12 & 13, 2012 Bacara Resort, Santa Barbara, CA
Alex Miles Speaks at Water Rights and Trading Summit
Mr. Miles believes significant investment opportunities emanate from such gravitational trends as water shortages, climate change, peak "cheap" oil, smart grid, global infrastructure, urbanization, healthcare innovation, web 2.0, and the emerging global middle class.
By Andrew Dunn Tuesday | Dec. 20, 2011
Kingfisher's Miles Comment on Bank of America
The day's trading marked the lowest the price has fallen since March 2009. But it also likely dealt a psychological blow to investors who have already shown they are bearish on the Charlotte-based bank. "At the end of the day, people want to own a stock that appears to have nominal value in its price," said Alex Miles, chief investment officer of Charlotte-based Kingfisher Capital. "There's sort of this natural aversion, investor aversion, to stocks below $5."
Friday, July 08, 2011
Kingfisher’s Global Investment Strategy is Paying Off
Alex Miles, chief investment officer at Charlotte-based Kingfisher Capital, has garnered some investment community fanfare for his Kingfisher Global Tactical investment fund. The strategy, known as global tactical investing, looks for investment growth in multiple asset classes by analyzing economic trends and betting on how they’ll be received in both established and emerging markets worldwide.
Tuesday, April 26, 2011
Kingfisher Awarded "Top Guns" Distinction as Global Tactical Investor
Kingfisher Capital was named a Top Guns Manager by PSN/Informa Investment Services, one of the world's most robust asset manager databases. Kingfisher's Global Tactical strategy received the highest Five-Star and Six-Star Top Guns distinctions within the global equity peer group for the recent period ending June 30, 2010.
Tuesday, April 26, 2011
Alex Miles interviewed by Reuters after his speech at the recent ASA Corporate Water Footprinting conference.
How to Invest in Water | SAN FRANCISCO (Reuters) - A global water crisis is looming, but the path to profits is a muddy mess of regulated industries, giant companies with small water operations, and start-up technologies.
For Alex Miles, who once ran a water hedge fund and now manages $350 million at Kingfisher Capital, successful investing in water means going beyond it -- commodities, power and efficiency technology are all ways to make a portfolio splash.
Water scarcity has become a global issue as climate change alters water availability, population growth raises demand, and contamination threatens clean supplies. But what seems to be an obvious investment opportunity has challenges -- in particular, the belief that water is a public good, not a profit source.
Friday, April 09, 2010
Investment Boutiques Finding Opportunities for Growth in the New Financial Climate
Charlotte wealth managers H.K. Hallett and Alex Miles wanted more control of their business and a different kind of relationship with their clients. So last year, the pair spun off their local wealth management practice from Nashville, Tenn.-based WealthTrust, a nationwide firm with more than $6 billion in assets under management. Hallett and Miles say the move to buyout WealthTrust’s controlling interest in their firm, now called Kingfisher Capital, allowed them to invest more cash in local operations instead of sending it to the parent company.
September, 2009 Issue
The Acquired Advisor's Long, Hot Summer
In Charlotte, N.C., Kingfisher Capital recently bought itself back from WealthTrust, a consolidator in Nashville, Tenn. Alex Miles, chief investment officer of Kingfisher, says his firm was able to negotiate a price that was fair, but no steal. “We never felt like we were buying the firm,” says Miles, adding that he considers himself a value investor. “We felt like we were buying our way back to independence.” Miles has only positive things to say about WealthTrust—and he was not a victim of capital preference shares. But he has spoken with several advisors who have done deals with other consolidators and he has some serious words of advice for colleagues contemplating these transactions.