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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
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
Strategy Facts
As of 3/31/2022
Assets Under Management
$984 million
eVestment Universe
U.S. Multi-Sector Fixed Income
Investment Vehicle
Separate Account
Management
Daniel J. Carter, CFA
Managing Director, Senior Portfolio Manager
Career Summary Ohio Casualty Group
Provident Financial Group
