KINGFISHER CAPITAL Overview
Kingfisher Capital Llc is an investment advisor that manages 291.2 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 09/30/18. The fund's latest filing disclosed 186MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 09/30/18. The fund's latest filing disclosed 186MM in positions, representing 64% of the manager's regulatory AUM.
KINGFISHER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KINGFISHER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 12.04% | Financials | 1.69% | 0.55% | 0 | 30% | ||
| IWO | 3.4% | ETF | -10.59% | -0.14% | 0 | 5% | ||
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FEATURED IN
KINGFISHER CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Howell K. Hallett | Managing Partner/Chief Compliance Officer | April-2009 |
| Alexander B. Miles | Managing Partner/Chief Investment Officer | April-2009 |
KINGFISHER CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
KINGFISHER CAPITAL Investment Strategy
Item 8 - Client Contact with Portfolio Managers
Kingfisher portfolio managers are available to clients at any time during normal business hours. To the extent Kingfisher selects a third party manager to manage a client account, Kingfisher can arrange a meeting or conference call with the third party manager at the client's request.
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Item 9 - Additional Information
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Kingfisher portfolio managers are available to clients at any time during normal business hours. To the extent Kingfisher selects a third party manager to manage a client account, Kingfisher can arrange a meeting or conference call with the third party manager at the client's request.
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Item 9 - Additional Information
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KINGFISHER CAPITAL Portfolio Concentration
KINGFISHER CAPITAL Location
201 SOUTH COLLEGE STREET
SUITE 2250
CHARLOTTE, North Carolina
UNITED STATES, 28244
SUITE 2250
CHARLOTTE, North Carolina
UNITED STATES, 28244
KINGFISHER CAPITAL Contact Information
Phone Number: 704-333-1710
Fax Number: 704-333-0026
Website: null
Fax Number: 704-333-0026
Website: null
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