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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

Bloomberg US Aggregate Index
Jul. 1, 2017


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 3/31/2024
Assets Under Management
$999 million
 eVestment Universe U.S. Multi-Sector Fixed Income
 Investment Vehicle

Separate Account
Mutual Fund
Commingled Fund


Daniel Carter

Daniel J. Carter, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Ohio Casulaty Group
Provident Financial Group

BS - Miami University

Meet Daniel Carter
Austin Kummer

Austin R. Kummer, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Garrick Bauer

Garrick T. Bauer, CFA

Managing Director, Portfolio Manager and Head of Credit

Career Summary
Wellington Management Company
Summit Investment Partners

BS - Miami University
MBA - University of Virginia

Meet Garrick Bauer
Paul Tomich

Paul A. Tomich, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

BSBA - Xavier University

Meet Paul Tomich
Scott Weston

Scott D. Weston

Managing Director, Senior Portfolio Manager

Career Summary
Countrywide Investments
Midwest Group of Funds

BA - University of Utah
MBA - University of Cincinnati

Meet Scott Weston
Brendan White

Brendan M. White, CFA

Senior Vice President, Co-Chief Investment Officer

Career Summary
Ohio Casualty Corporation

BS - The Ohio State University
MBA - Xavier University

Meet Brendan White

Related Insights

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