Strategies Overview
Since 1977, Gateway has managed index option-based strategies for risk-conscious investors. That foundation now supports a broader set of portfolio solutions designed to enhance traditional return streams by seeking to mitigate downside loss, generate income, and create both pre- and post-tax alpha — offering investors liquid, transparent strategies with no lockup period.
Gateway’s work falls into three capabilities:
Hedged Equity
Combines equity exposure with written and purchased index options, seeking to participate in equity markets with less volatility than the market itself.
Hedging & Monetization
Applies options to a single concentrated or low-basis holding, seeking to reduce the risk of that position without an outright sale.
Long/Short Extensions
Adds short exposure alongside a long portfolio in a separately managed account, seeking pre-tax alpha through factor-based security selection alongside systematic tax-loss harvesting.
Each capability can standalone in its benefit to clients but the three are also often used together — an option overlay and an extension portfolio can be managed in a single account.
Gateway’s strategies can be tailored to an investor’s specific goals, objectives, or timelines, as well as customized by geography, market, or values-based focus. Strategies are available to individual investors, to financial advisors and the clients they serve, and to institutional investors, with account structures and minimums that vary by strategy.
Explore each capability below, or contact Gateway to discuss how a strategy might be tailored to a particular objective, benchmark, or tax situation.
Multiple Offerings from a Single Source
Low-Volatility Hedged Equity
Risk-managed equity portfolios
Index Risk-Adjusted (RA)
Active Index-Option Overwrite
Global Low Volatility
Active PutWrite / Active PutWrite Global
Quality Income
Index Solutions
Systematically managed option overlays
U.S. Equity PutWrite
U.S. Equity Hedged PutWrite
U.S. Equity Enhanced Tail Risk
Index Spread Writing
Alternative income and absolute return
Theta Overlay ProgramSM
Protected Put Premium Overlay
Custom Solutions Addressing unique objectives (covered calls, protective collars, put purchases, custom strategies)
Long/Short Extensions Defined Outcome Box Spread Put Write
Single Stock & Portfolio Risk Management Exchange Fund Replication
Multiple Offerings from a Single Source
Low-Volatility Hedged Equity
Risk-managed equity portfolios
Index Risk-Adjusted (RA)
Active Index-Option Overwrite
Global Low Volatility
Active PutWrite / Active PutWrite Global
Quality Income
Index Solutions
Systematically managed option overlays
U.S. Equity PutWrite
U.S. Equity Hedged PutWrite
U.S. Equity Enhanced Tail Risk
Index Spread Writing
Alternative income and absolute return
Theta Overlay ProgramSM
Protected Put Premium Overlay
Custom Solutions
Addressing unique objectives (covered calls, protective collars, put purchases, custom strategies)
Long/Short Extensions
Defined Outcome
Box Spread
Put Write
Single Stock & Portfolio Risk Management
Exchange Fund Replication
Gateway does not provide tax advice. Tax treatment and rates can and do vary over time. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her investment and/or tax advisors.