Myers Capital Management

The firm runs a concentrated portfolio of 20 to 30 small-cap and mid-cap US equities. Kimberly Myers targets deeply discounted balance-sheet value and holds positions for an average of five years, resulting in single-digit annual turnover. The strategy is long-only and eschews leverage or derivatives.

The investment strategy traces back to a separately managed account that Kimberly Myers began running in the early 1990s, prior to founding the RIA in 1997. The firm's Form ADV consistently discloses that the performance record includes the pre-RIA period, creating a continuous track record of over 30 years.

Myers Capital Management has operated from Honolulu since its founding in 1997. The location provides physical distance from Wall Street's daily noise, which aligns with a patient, multi-year holding period. The firm has stated through public communications that the geography imposes a discipline against trading on short-term market sentiment.

The portfolio historically skews toward small-cap value companies with strong balance sheets, often in mundane but durable industries. Past holdings across public filings include Nathan's Famous, Biglari Holdings, and L.S. Starrett. The emphasis is on book value, free cash flow, and management that aligns with long-term shareholders.

The firm's SEC filings describe its clientele primarily as individuals and high-net-worth families. There is no public indication of large institutional separate accounts. The strategy's deliberately small capacity and long lock-up-through-temperament model is structurally suited to patient family capital rather than quarterly institutional benchmarking cycles.