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Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
September 18, 2024
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Gateway Investment Advisers

Specializes in low volatility equity strategies for risk-conscious investors.

Gateway Investment Advisers is a pioneer in options-based investing. The firm’s options-based strategies are designed for risk-conscious investors and aim to deliver stability, risk-adjusted performance, and long-term growth. They may potentially enhance an equity portfolio, help diversify fixed income allocations, or offer a liquid and transparent component to an alternative program.

We believe consistency is the key to long-term investment success and, rather than seeking to predict fluctuations in the prices of securities, employing option-based strategies can be a more reliable and lower-risk means to participate in equity markets.”
– Michael T. Buckius, CFA®, President, Chief Executive Officer, Portfolio Manager
Gateway Investment Advisers
Founded
1977
Headquartered
Cincinnati, OH, USA
Expertise
Index options-based strategies
AUM
USD 9.1B as of June 30, 2024
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Approach

Four ways Gateway seeks to mitigate risk and add value

Equities are risky, but reliable

Equity market exposure, combined with index options, can potentially mitigate losses while benefiting from the market’s propensity to rise over the long term.

Options are a tool for risk management

Options-based strategies have the potential to enhance risk-adjusted returns and reduce risks associated with equity market exposure.

Broad application offers multiple solutions

Index option-based strategies can potentially enhance an equity portfolio, diversify fixed income allocations, or offer a component to an alternative program

Active judgement can provide better outcomes

The consistent application of a disciplined, active investment management process can potentially add portfolio value and improve outcomes.

Risk and return techniques

While long-only equity strategies focus almost exclusively on investment returns, Gateway’s index-option based approach seeks to find an optimal balance between risk and return. This approach is built on the belief that generating cash flow – rather than seeking to predict variations in the prices of securities – can be a less risky way of participating in equity markets and has historically helped to mitigate losses during periods of heightened equity market volatility. 

Funds

GTEYX
Gateway Fund
Low volatility equity fund that combines a diversified stock portfolio with an actively managed portfolio of written index call options and purchased index put options to reduce risk.
GCPYX
Gateway Equity Call Premium Fund
Low volatility equity fund that combines a diversified stock portfolio with an actively managed portfolio of written index call options to reduce risk.
GQI
Natixis Gateway Quality Income ETF
Income-oriented equity strategy that combines a diversified portfolio of high-quality US equity securities with an index-option selling overlay program that generates robust distributable cash flow to shareholders.

Got questions?

Learn more about our affiliate asset managers or a specific investment strategy.

Assets under management (“AUM”) as of June 30, 2024. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

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