Skip to Main Navigation Skip to Main Content

Flexible Income Strategy

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

Bloomberg Barclays U.S. Aggregate Index
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.

Portfolio Construction

  • 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

Strategy Facts

As of 9/30/2019
 Assets Under Management
$251 million
 eVestment Universe U.S. Multi-Sector Fixed Income
 Investment Vehicle Separate Account


Daniel Carter

Daniel J. Carter, CFA

Vice President, Senior Portfolio Manager

Career Summary
Ohio Casualty Group
Provident Financial Group

BS - Miami University

Meet Daniel Carter
Austin Kummer

Austin R. Kummer, CFA

Assistant Vice President, Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Timothy Policinski

Timothy J. Policinski, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Lincoln National

BS - Indiana University
MSBA - Indiana University

Meet Timothy Policinski
Brendan White

Brendan M. White, CFA

Senior Vice President, Co-Chief Investment Officer

Career Summary
Ohio Casualty Corporation

BS - The Ohio State University
MBA - Xavier University

Meet Brendan White

Related Insights

Fixed Income assets and Public Equity assets are managed across multiple Fort Washington portfolios.