KINGFISHER CAPITAL Charlotte, NC North Carolina Investment Management Services Kingfisher Review by Alex Miles

Press &
Citizenship

Kingfisher's Miles comment on Bank of America

By Andrew Dunn
Tuesday, Dec. 20, 2011

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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."

Kingfisher Capital Rides in Support of MS Research

September 15, 2011

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In support of the Multiple Sclerosis Society, Kingfisher Capital LLC is proud to sponsor its own cycle team for the second year at the "Breakaway to the Beach" charity ride. This two-day, 200-mile ride seeks to raise money and awareness for MS research.Visit team's website.

Kingfisher’s global investment strategy is paying off

July 8, 2011

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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.

Kingfisher Awarded "Top Guns" Distinction as Global Tactical Investor

April 26, 2011

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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.

Investment boutiques finding opportunities for growth in the new financial climate

April 9, 2010

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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 buy out 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.

In water shortages, a stream of profit is seen

Charlotte, NC (The Charlotte Observer) - Global trends create investment opportunity, says Charlotte's Kingfisher
Saturday, Jan. 09, 2010 by Bruce Henderson

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Charlotte-based Kingfisher Capital is sinking money into the most basic of commodities: water.
The future of water, experts predict, holds increasing shortages, droughts and conflict. Kingfisher Capital, a Charlotte investment advisory firm, sees profits.
Kingfisher, launched last summer, subscribes to what it calls "gravity investing" - exploiting global trends with predictable outcomes.

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.
Sun Dec 6, 2009 3:20pm EST Peter Henderson SAN FRANCISCO

Alex Miles interviewed by Reuters after his speech at the recent ASA Corporate Water Footprinting conference

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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.

Alex Miles, Founding Partner and Chief Investment Officer, of Kingfisher Capital
to speak at water conference

December 2-3, 2009

The investor community and water
The financial community is taking an increasingly active role in issues related to water. Whether it is analysis of investment risk in companies that need high levels of water security or venture capital seeing opportunity in technology solutions and water rights, the investment community sees increased risk and opportunity. This presentation will outline how the financial community view the development of the market for water, what is likely development of the price of water , how are investors getting involved in water and what signals do these send to corporate water users?
Speaker: Alex Miles, Managing Partner and Chief Investment Officer, Kingfisher Capital

FINANCIAL ADVISOR MAGAZINE
THE ACQUIRED ADVISOR’S LONG, HOT SUMMER
Tensions between advisors and consolidators are producing on-the-job retirements at some firms.

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September 2009 issue

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.