Gateway Investment Advisers is a pioneer in options-based investing. The firm’s options-based strategies are designed for risk-conscious investors and aim to deliver stability, risk-adjusted performance, and long-term growth. They may potentially enhance an equity portfolio, help diversify fixed income allocations, or offer a liquid and transparent component to an alternative program.
Approach
Four ways Gateway seeks to mitigate risk and add value:
Equities are risky, but reliable
Equity market exposure, combined with index options, can potentially mitigate losses while benefiting from the market’s propensity to rise over the long term.
Options are a tool for risk management
Options-based strategies have the potential to enhance risk-adjusted returns and reduce risks associated with equity market exposure.
Risk and return techniques
While long-only equity strategies focus almost exclusively on investment returns, Gateway’s index option–based approach seeks to find an optimal balance between risk and return. This approach is built on the belief that generating cash flow – rather than seeking to predict variations in the prices of securities – can be a less risky way of participating in equity markets and has historically helped to mitigate losses during periods of heightened equity market volatility.
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