The future of risk-managed, tax-aware investing
Founded in 1977, Gateway provides nearly 50-years of expertise in options-based investment solutions and experience with quantitatively driven equity strategies – offering risk-conscious and tax-aware investors a single-source, unified framework for alpha and risk management.
The firm’s strategies can generate cash flow, reduce risk, and enhance long-term returns through Broad-Based or Single-Stock Hedging & Monetization and can also support tax-efficient risk management and diversification through Long/Short Extensions.
Gateway stands out in its experience employing options and can offer investors an integrated, customizable, and resilient solution from a single manager.
HEDGED EQUITY
Harness index options, seeking to
enhance risk-adjusted returns
Alternative component that is low-cost, liquid, and transparent
Equity portfolio risk management
Fixed income diversification
Alternative component that is low-cost, liquid, and transparent
Seeking to mitigate downside risk
SINGLE STOCK HEDGING & MONETIZATION
Aiming to protect value and reduce active exposures
of concentrated positions using options
Customizable to specific client positioning and goals
Generate cash flow with disciplined option selling
Seeking to mitigate downside risk
Customizable to specific client positioning and goals
Long/Short Extensions
Targeting higher and more consistent tax benefits
across markets with tracking error management
Pursuit of tax-efficient diversification
Risk management
Recharge direct indexing portfolios
Tax-aware rebalance of legacy accounts
Pursuit of tax-efficient diversification
Risk management