Gateway Investment Advisers

Founded: 1977
Headquartered: Cincinnati, OH, USA
Expertise: Low-volatility equity strategies
AUM: USD 8.5B as of March 31, 2023

Gateway Investment Advisers, LLC specializes in low volatility equity strategies for risk-conscious investors. The firm has maintained consistent focus on reducing the risk of equity investing with index option strategies. Gateway’s core low-volatility strategy seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments.

Assets under management (“AUM”) as of March 31, 2023. 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.

Funds

GatewayEquity 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.

GatewayFund

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.