Gateway Investment Advisers, LLC has provided low-volatility equity strategies for risk-conscious investors since 1977. From the beginning, Gateway's singular focus has been to use option strategies seeking to reduce the risk of equity investing.
While long-only equity strategies focus almost exclusively on investment returns, Gateway's index option approach seeks to find an optimal balance between risk and return. This consistent philosophy has earned the trust of Gateway’s clients, and the firm had $12.1 billion in assets* as of September 30, 2017.
The Gateway investment philosophy holds that consistency is the key to long-term investment success and that generating cash flow with index option selling, rather than seeking to predict fluctuations in the prices of securities, can be a reliable, lower-risk way to participate in equity markets. This approach has historically helped to smooth the ride for investors during periods of heightened market volatility.
Since the founding of the strategy 40 years ago, Gateway’s active approach to managing equity market risk has remained consistent across changing market environments. Today Gateway provides this unique expertise to a diverse group of financial professionals, individual investors, institutions and corporations.
Learn more about how the Gateway Fund and Gateway Equity Call Premium Fund have actively managed risk.
Low-volatility equity fund that combines a diversified stock portfolio with an actively managed portfolio of written index call options to reduce risk.
Low-volatility diversified stock fund using an actively managed portfolio of written index call options and purchased index put options to reduce risk.
Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Options may be used for hedging purposes, but also entail risks related to liquidity,market conditions and credit that may increase volatility. The value of the fund’s positions in options may fluctuate in response to changes in the value of the underlying asset. Selling call options may limit returns in a rising market. Real estate investing may be subject to risks including but not limited to declines in the value of real estate, risks related to general economic conditions, changes in the value of the underlying property owned by the trust and defaults by borrowers.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus on our website containing this and other information. Read it carefully.