Strategic Income Strategy

The strategy seeks a high level of current income with a focus on capital preservation by investing primarily in income producing fixed income securities.

Invests in diversified sources of income through a high quality, multi-sector approach
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 35+ dedicated sector research analysts and portfolio managers overseeing over $50 billion in fixed income and equity assets¹

Strategic Income Commentary (PDF)

Strategic Income Fact Sheet (PDF)

Multisector Bond / Income
STYLE

Bloomberg Barclays U.S. Aggregate Index
BENCHMARK

Jul. 1, 2017
INCEPTION

Philosophy

The Strategic 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 125 - 175 issuers