The strategy seeks a high level of current income with a focus on capital preservation by investing in income producing fixed income and equity securities.
Invests in diversified sources of income, including traditional fixed income, private fixed income, and common stock
Unique asset class combinations and specialized knowledge in niche sectors
Employs a high conviction approach to security selection with rigorous bottom-up fundamental research
Lead portfolio managers averaging 25 years of experience, supported by 30+ dedicated sector research analysts and portfolio managers overseeing nearly $50 billion in fixed income and equity assets1
Multisector Bond / Income STYLE
Bloomberg Barclays U.S. Aggregate Index BENCHMARK
Jul. 1, 2017
The Flexible Income strategy employs a high conviction, yield-oriented investment approach coupled with sector diversification and diligent risk management resulting in attractive risk-adjusted returns via high levels of income. The strategy will incorporate the best investment ideas available to Fort Washington, exploiting Fort Washington’s core competencies of bottom-up credit and structure analysis. The team believes risk monitoring, performance measurement, and active management are key components to achieving attractive risk-adjusted returns.
Assets Under Management
(As of 3/31/19)
U.S. Multi-Sector Fixed Income
Minimum 50% Investment Grade rated securities
Allowable investments: Cash and Equivalents, Treasury Securities, Public Debt, Public Equity, Preferred Stock, Mutual Funds, ETFs, Closed-end Funds, Private Debt, Interest Rate Swaps/Futures, Credit Default Swaps (Indices/Single Names), VIX Futures
Typically 75–150 securities
Daniel J. Carter, CFA
Vice President, Senior Portfolio Manager
Career Summary Ohio Casualty Group
Provident Financial Group
Understanding the Benefits & Risks of Non-Traditional Fixed Income Strategies
Many investors — including endowments and foundations, pension plans, and insurance companies — are increasingly turning to non-traditional approaches as a way to increase returns and yields without taking excessive risks.
Our latest white paper explains common multi-asset fixed income approaches, including Core, Core Plus, Multi-Sector, and Unconstrained fixed income strategies. A non-traditional fixed income allocation can complement Core and Core Plus strategies, act as a standalone fixed income solution for those wanting to add more portfolio risk, or serve as a substitute to equity strategies.