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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

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

Strategy Facts

As of 9/30/2023
Assets Under Management	$894 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 Casulaty Group
Provident Financial Group

Education
BS - Miami University

Meet Daniel Carter

Austin R. Kummer, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer

Garrick T. Bauer, CFA

Managing Director, Portfolio Manager and Head of Credit

Career Summary
Wellington Management Company
Summit Investment Partners
PricewaterhouseCoopers

Education
BS - Miami University
MBA - University of Virginia

Meet Garrick Bauer

Paul A. Tomich, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BSBA - Xavier University

Meet Paul Tomich

Scott D. Weston

Managing Director, Senior Portfolio Manager

Career Summary
Countrywide Investments
Midwest Group of Funds

Education
BA - University of Utah
MBA - University of Cincinnati

Meet Scott Weston

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

Meet Fixed Income Team

Resources

Strategic Income Commentary (PDF)

Strategic Income Fact Sheet (PDF)

Introduction to Strategic Income White Paper (PDF)

The Value of Non-Traditional Fixed Income White Paper (PDF)

Related Insights

Introduction to Strategic Income

Fixed Income Team Credits Creativity & Collaboration as Driving Factors of Competitive Results

Multi-Asset Portfolio Management: Combining Prudent Investing With Timely Execution

Fixed Income, Equities

Complementing the Core: Non-Traditional Fixed Income Opportunities

IMPORTANT DISCLOSURES

¹Fixed Income assets and Public Equity assets are managed across multiple Fort Washington portfolios.