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Active Corporate Fixed Income

Active Corporate Fixed Income Strategy

The strategy seeks to outperform the Bloomberg US Credit Index through a relative value orientation, which considers fundamental credit analysis, including sector, quality, and yield curve placement.

10+ year track record that was born from the firm’s core competency—credit analysis
Explicit measures of risk and determinants of value utilized in both the investment and risk management processes
Top-down management of spreads coupled with fundamental analysis
Supported by a team of industry sector specialists averaging 22 years of experience

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Active Corporate Fixed Income Commentary (PDF)

Active Corporate Fixed Income Fact Sheet (PDF)

Investment Grade Corporate Credit

STYLE

Bloomberg US Credit Index

BENCHMARK

January 1, 2005

INCEPTION DATE

$2.8 Billion

ASSETS UNDER MANAGEMENT

As of 03/31/2025

US Corporate Fixed Income

EVESTMENT UNIVERSE

Separate Account

INVESTMENT VEHICLE

Philosophy

The team believes that in order to generate consistent alpha, a fundamental analysis must be combined with:

Top-down management of spread risk using explicit measures of valuation and risk
Relative value framework with a focus on downside risk
Return profile assessment at the individual security level

Portfolio Construction

Invests primarily in investment grade bonds
Focus on sectors with strong commitment to investment grade ratings
Seek opportunities in rising star credits
Well diversified, average position size 1% to 1.5%

Investment Management Team

Paul A. Tomich, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BSBA - Xavier University

Meet Paul Tomich

Jonathan P. Westerman, CFA, CPA

Vice President, Portfolio Manager, Head of Investment Grade Research

Career Summary
Western & Southern Financial Group
PricewaterhouseCoopers LLP

Education
BS - University of Kentucky
MBA - Xavier University

Meet Jonathan Westerman

photo of Kiran Pillai

Kiran Pillai

Assistant Vice President, Assistant Portfolio Manager, Senior Trader, Senior Credit Analyst

Career Summary
KeyBanc Capital Markets
Jefferies & Company
HSBC Global Asset Management
Morgan Stanley

Education
BBA - University of Notre Dame

Meet Kiran Pillai

Brooks K. Wilhelm, CFA

Assistant Vice President, Portfolio Manager, Senior Credit Analyst

Career Summary
Touchstone Investments
Grant Thornton, LLP

Education
BA - Vanderbilt University
MS - University of Cincinnati

Meet Brooks Wilhelm

Meet Fixed Income Team

Resources

Active Corporate Fixed Income Commentary (PDF)

Active Corporate Fixed Income Fact Sheet (PDF)

Connect with Fort Washington

Contact Us

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