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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
STYLE
Bloomberg Barclays U.S. Credit
BENCHMARK
Jan. 1, 2005
INCEPTION

Philosophy

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 9/30/2019
Assets Under Management
$1.2 billion
eVestment Universe U.S. Corporate Fixed Income
Investment Vehicle Separate Account

 

Management

Paul Tomich

Paul A. Tomich, CFA

Assistant Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BSBA - Xavier University

Meet Paul Tomich
John Goetz

John J. Goetz, CFA

Vice President, Senior Portfolio Manager

Career Summary
Countrywide Investments 
Midwest Group of Funds

Education 
BS - University of Cincinnati

Meet John Goetz
Jon Westerman

Jonathan P. Westerman, CFA, CPA

Portfolio Manager, Credit Analyst

Career Summary
Western & Southern Financial Group
PricewaterhouseCoopers LLP

Education 
BS - University of Kentucky
MBA - Xavier University

Meet Jonathan Westerman

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