Core Plus Fixed Income

Sierra Investment Partners, Inc. chose Fort Washington Investment Advisors because of its proven investment philosophy and process. The Core Plus Fixed Income strategy has a 10-plus year track record of outperformance vs. peers and the benchmark; disciplined and repeatable process that balances risk allocation, sector allocation, and security selection, sector allocation based on explicit measures of risk and return; emphasis on bottom-up, fundamental security selection; a support team of more than 25 investment professionals, and historical sources of excess return of 50% security selection / 40% sector rotation, and 10% interest rate management.

Strategy Sectors

  • Treasuries/TIPS
  • Investment Grade Credit
  • Securitized (MBS, ABS, CMBS, CLO)
  • Sector diversification
  • High Yield Corporates
  • Emerging Markets Debt