Kimball B. Halsey, MBA
President and Portfolio Manager
Kimball Halsey is the President and founder of Radius Capital Management, LLC. Mr. Halsey has been tracking mutual funds and developing quantitative investment models for more than 30 years. The culmination of this work is three distinct investment strategies: the Radius Risk-Adjusted Return Investment Strategy, the Radius Index Strategy, and the Balanced Risk Strategy. These quantitative tools and models drive Radius Capital Management’s investment decisions – and performance.
Prior to founding Radius, Mr. Halsey worked for almost two years at Halsey Advisory and Management (a company owned by his cousin) as the Vice President of Operations and Quantitative Strategies. In this capacity, Mr. Halsey handled all operational aspects of the firm – including finance and accounting, IT and web development, and SEC compliance. In addition to running the operations of the company, he also managed client portfolios using his risk-adjusted return investment strategy.
Mr. Halsey graduated from Dartmouth College in 1983 with a B.A. in Mathematics and Economics. In 1996 he earned his M.B.A. (with high honors) in Finance from the Wharton School of the University of Pennsylvania, graduating in the top 5% of his class (Palmer Scholar). At the same time he also earned a M.A. (with honors) in International Studies from the Lauder Institute (School of Arts and Sciences) of the University of Pennsylvania. In addition to his native English, Mr. Halsey is fluent in German and French and is conversant in Russian.
Helen Jamieson, CFA FRM
Helen Jamieson was appointed Vice President of Radius Capital Management, LLC in October of 2018. Ms Jamieson has been involved in investment management for over 10 years and has extensive international experience across a broad range of asset classes. Prior to moving to Massachusetts, Ms Jamieson worked as a Senior Investment Analyst at Element Investment Managers in Cape Town, South Africa and before that as Vice President of Debt and Portfolio Manager for Franklin Templeton Asset Management in Dubai, UAE.
Ms Jamieson graduated from the University of Cape Town in 2002 with a B.Com. Honors in Financial Analysis and Portfolio Management and a B.Sc. in Mathematics and Statistical Sciences. She is a Chartered Financial Analyst (CFA) and a registered Financial Risk Manager (FRM) and is dedicated to ethical investment practices. Ms Jamieson currently lives in Westford, Massachusetts where she serves on various non-profit education boards and initiatives when not spending time with her husband and two children.
In addition to the contributions of Mr. Halsey and Ms Jamieson, Radius relies on the wisdom and input of an advisory board comprised of the following individuals:
John S. Erwin
Mr. Erwin is the managing partner at Hill, Ullman & Erwin, LLP in New York City. He has over twenty-five years of experience in the areas of Wills, Trusts, Estate and Gift Tax Planning, and Probate and Administration of Estates and Trusts. He refers to his area of concentration as “Waste Management” — utilizing estate planning methods to minimize taxes and maximize the wealth transferred to family or other loved ones. Mr. Erwin received his law degree from Albany Law School of Union University in 1971 and his Bachelor’s degree from Westminster College in 1968. He is admitted to the New York bar and is a member of the American and New York State Bar Associations.
Mr. Boit is a trustee in the Boston investment management firm of Loring, Wolcott & Coolidge, a position he has held since 2001. For the previous five years, Mr. Boit worked for Sextant Group Inc., a New York firm focused on venture capital and private equity investment opportunities. David also spent four years advising large corporations on mergers, acquisitions and corporate transactions for James D. Wolfensohn Inc. and its Moscow-based affiliate The Russian-American Investment Bank. He is a graduate of Harvard College and holds an MBA from the Wharton School of the University of Pennsylvania. Additionally, he holds a masters degree in International Studies from the University of Pennsylvania. He currently serves as a director of the American Russian Young Artists’ Orchestra.