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Core Fixed Income Strategy

The strategy seeks to outperform the Bloomberg Barclays US Aggregate over a full market cycle by covering the global fixed income universe while tactically adjusting risk exposure within a relative value framework.

10+ year track record with a focus on consistent returns and downside protection
Disciplined and repeatable process that balances risk allocation, sector allocation, and security selection
Supported by team of more than 30 investment professionals
Active management of risk through the use of propriety risk and portfolio management metrics

Core Fixed Income Commentary (PDF)

Core Fixed Income
STYLE

Bloomberg Barclays US Aggregate
BENCHMARK

Jul. 1, 2005
INCEPTION

Philosophy

We believe that in order to consistently generate attractive risk adjusted long-term outperformance, we need to:

Adjust risk through the cycle
Efficiently allocate risk on a relative value basis with an emphasis on downside protection
Drive security selection decisions down to analyst level – “Sector PMs”
Avoid outsized positions in rates

Portfolio Construction

Investment universe includes US Government, agencies, asset backed securities, mortgage backed securities, investment grade credit, high yield credit, and preferred stock
Issuer concentration is limited to 5%, (excluding US government issued securities)
Maximum of 10% in non-investment grade security exposure

Strategy Facts

As of 9/30/2023
Assets Under Management	$848 million
eVestment Universe	US Core Fixed Income
Investment Vehicle	Separate Account

Management

Daniel J. Carter, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Ohio Casulaty Group
Provident Financial Group

Education
BS - Miami University

Meet Daniel Carter

Austin R. Kummer, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer

Garrick T. Bauer, CFA

Managing Director, Portfolio Manager and Head of Credit

Career Summary
Wellington Management Company
Summit Investment Partners
PricewaterhouseCoopers

Education
BS - Miami University
MBA - University of Virginia

Meet Garrick Bauer

Paul A. Tomich, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BSBA - Xavier University

Meet Paul Tomich

Scott D. Weston

Managing Director, Senior Portfolio Manager

Career Summary
Countrywide Investments
Midwest Group of Funds

Education
BA - University of Utah
MBA - University of Cincinnati

Meet Scott Weston

Brendan M. White, CFA

Senior Vice President, Co-Chief Investment Officer

Career Summary
Ohio Casualty Corporation

Education
BS - The Ohio State University
MBA - Xavier University

Meet Brendan White

Meet Fixed Income Team

Resources

Core Fixed Income Commentary (PDF)

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