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April 2023 Volatility Briefing
With the recent seizure and sale of First Republic Bank, it is clear that there is still some pain in the banking industry simmering beneath ...
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April 2023 Market Recap
The S&P 500® Index returned 1.56% in April, bringing its year-to-date return to 9.17 %. Investors quickly moved past threats of a banking crisis from ...
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2023 Active Overwrite Commentary – Q1
Read our Q1 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter. 2023 Q1 Active Overwrite Commentary
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2023 Flagship (Index/RA) Commentary – Q1
Read our Q1 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2023 Q1 Flagship (Index/RA) Commentary
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March 2023 Volatility Briefing
If there was ever a true statement, it would be that change is constant. In 2020, after years of easy money, strong equity markets and ...
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Active Overwrite Performance Summary – Q1 2023
Most of the Composite’s outperformance relative to the BXMSM occurred during March, as its active approach led to consistent market exposure and risk profile throughout ...
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Index/RA Performance Summary – Q1 2023
Throughout the quarter, the Gateway Index/RA Composite (the Composite) provided equity market participation and consistent risk mitigation. From the start of the year through February ...
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Steady Turbulence
Investors are facing many challenges and a new investment landscape. Equity valuations are lower, but not cheap, and volatility levels have shifted higher. On the ...
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March 2023 Market Recap
The S&P 500® Index returned 7.50% in the first quarter of 2023 with monthly returns of 6.28%, -2.44% and 3.67% for January, February and March, ...
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2023 Active PutWrite Commentary – Q1