Skip to Main Navigation Skip to Main Content
Our Family of Companies
western & southern financial group
western & southern life
columbus life inaurance 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

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
STYLE

Bloomberg Barclays U.S. Aggregate Index
BENCHMARK
Jul. 1, 2017
INCEPTION

Philosophy

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 12/31/2019
 Assets Under Management
$285 million
 eVestment Universe U.S. Multi-Sector Fixed Income
 Investment Vehicle Separate Account

Management

Daniel Carter

Daniel J. Carter, CFA

Vice President, Senior Portfolio Manager

Career Summary
Ohio Casualty Group
Provident Financial Group

Education 
BS - Miami University

Meet Daniel Carter
Austin Kummer

Austin R. Kummer, CFA

Assistant Vice President, Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Timothy Policinski

Timothy J. Policinski, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Lincoln National

Education 
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

Education 
BS - The Ohio State University
MBA - Xavier University

Meet Brendan White

Related Insights

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