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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 US 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 12/31/2023
Assets Under Management	$982 million
eVestment Universe	U.S. Multi-Sector Fixed Income
Investment Vehicle	Separate Account Mutual Fund ETF Commingled Fund

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

Non-Traditional Fixed Income Opportunities

IMPORTANT DISCLOSURES

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