GATEWAY INVESTMENT Overview

Gateway Investment Advisers Llc is a hedge fund that manages 12.4 BN dollars in regulatory AUM and has 19 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 11BN in positions, representing 91% of the manager's regulatory AUM.

GATEWAY INVESTMENT StockAlpha

-0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GATEWAY INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.35% Tech -2.99% -0.05% 0 42%
MSFT 2.49% Tech 5.25% 0.17% 0 36%
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GATEWAY INVESTMENT Founders and Key Employees

Name Title In Position Since
Paul R. Stewart President, Chief Executive Officer And Board Member February-2013
Donna M. Brown General Counsel, Chief Compliance Officer, And Secretary February-2008
Gary H. Goldschmidt Chief Operating Officer, Chief Financial Officer, Senior Vice President And Board Member February-2008
Michael T. Buckius Chief Investment Officer, Senior Vice President And Board Member February-2013
Nelson C. Bickel Vice President And Chief Information Officer February-2008
Kenneth H. Toft Senior Vice President February-2013
David L. Giunta Board Member August-2009
Beverly M. Bearden Board Member May-2014
Dennis D. Jilek Chief Investment Strategist January-2015

GATEWAY INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

GATEWAY INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.

Gateway has complete discretion over the investment decisions for each client account; however, it can accommodate certain client-mandated restrictions. Although there are variations, Gateway’s Flagship (Index/RA) strategy is to:

1. purchase a broadly diversified portfolio of common stocks,
2. sell index call options, and
3. purchase index put options.

This strategy begins with a diversified portfolio of common stock positions designed to track the performance of a domestic broad-based index. Selling index call options on the approximate full value of the underlying stock portfolio reduces volatility in the client’s account, provides steady cash fl...
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GATEWAY INVESTMENT Portfolio Concentration

GATEWAY INVESTMENT Location

312 WALNUT STREET
SUITE 3500
CINCINNATI, Ohio
UNITED STATES, 45202-9834

GATEWAY INVESTMENT Contact Information

Phone Number: 513-719-1100
Fax Number: 513-719-1199
Website:

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