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Core Plus Fixed Income

Core Plus Fixed Income Strategy

The strategy seeks to outperform the Bloomberg US Aggregate over a full market cycle by covering the global fixed income universe, while tactically adjusting risk exposure within a relative value framework.

10+ year track record with a focus on consistent returns
Disciplined and repeatable process that balances risk allocation, sector allocation, and security selection
Supported by a team of more than 30 investment professionals
Active management of risk through the use of propriety risk and portfolio management metrics

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Core Plus Fixed Income Commentary (PDF)

Core Plus Fixed Income Fact Sheet (PDF)

Core Plus Fixed Income

STYLE

Bloomberg US Aggregate Bond Index

BENCHMARK

October 1, 2007

INCEPTION DATE

$2.0 Billion

ASSETS UNDER MANAGEMENT

As of 03/31/2025

US Core Plus Fixed Income

EVESTMENT UNIVERSE

Separate Account

Mutual Fund

Commingled Fund

Collective Investment Trust

INVESTMENT VEHICLES

Philosophy

We believe that in order to consistently generate attractive risk-adjusted long-term outperformance, we need to:

Adjust risk through the cycle
Efficiently allocate risk on a relative value basis with an emphasis on downside protection
Drive security selection decisions down to analyst level – “Sector PMs”
Avoid outsized positions in rates

Portfolio Construction

Investment universe includes US Government, agencies, asset-backed securities, mortgage-backed securities, investment grade credit, high yield credit, emerging markets debt, non-USD, and preferred stock
Maximum of 5% in any one issuer (excluding US government issued securities)
Maximum of 30% in non-investment grade security exposure
Maximum of 20% in emerging markets exposure

Investment Management Team

Daniel J. Carter, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Ohio Casualty Group
Provident Financial Group

Education
BS - Miami University

Meet Daniel Carter

Austin R. Kummer, CFA

Managing Director, 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, 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

Core Plus Fixed Income Commentary (PDF)

Core Plus Fixed Income Fact Sheet (PDF)

Connect with Fort Washington

Contact Us

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