Our Family of Companies
western & southern financial group
western & southern life
columbus life insurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors

Active Corporate Fixed Income Strategy

The strategy seeks to outperform the Bloomberg Barclays U.S. Credit Index through a relative value orientation which considers fundamental credit analysis as well as sector, quality, and yield curve placement.

  • 10+ year track record that was born from the firm’s core competency—credit analysis 
  • Explicit measures of risk and determinants of value utilized in both the investment and risk management processes
  • Top-down management of spreads coupled with fundamental analysis 
  • Supported by a team of industry sector specialists averaging 21 years of experience 
Investment Grade Corporate Credit
Bloomberg Barclays U.S. Credit
Jan. 1, 2005


The team believes that in order to generate consistent alpha, a fundamental analysis must be combined with:

  • Top-down management of spread risk using explicit measures of valuation and risk
  • Relative value framework with a focus on downside risk
  • Return profile assessment at the individual security level

Portfolio Construction

  • Invests primarily in investment grade bonds
  • Focus on sectors with strong commitment to investment grade ratings
  • Seek opportunities in rising star credits
  • Well diversified, average position size 1% to 1.5%

Strategy Facts

As of 9/30/2021
Assets Under Management
$2.9 billion
eVestment Universe U.S. Corporate Fixed Income
Investment Vehicle Separate Account



Paul Tomich

Paul A. Tomich, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

BSBA - Xavier University

Meet Paul Tomich
Jon Westerman

Jonathan P. Westerman, CFA, CPA

Assistant Vice President, Portfolio Manager and Head of Investment Grade Research

Career Summary
Western & Southern Financial Group
PricewaterhouseCoopers LLP

BS - University of Kentucky
MBA - Xavier University

Meet Jonathan Westerman
Jay Devine

Jay M. Devine

Assistant Vice President, Senior Portfolio Manager, Head of Fixed Income Trading and Liquidity

Career Summary
Western & Southern Financial Group
Merrill Lynch

BBA - Ohio University
MBA - Northern Kentucky University

Meet Jay Devine

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