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 06/30/19. The fund's latest filing disclosed 11BN in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 11BN in positions, representing 89% of the manager's regulatory AUM.
GATEWAY INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GATEWAY INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.29% | Tech | 1.5% | 0.08% | 0 | 40% | ||
| AAPL | 3.57% | Tech | 4.77% | 0.18% | 0 | 37% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
GATEWAY INVESTMENT Portfolio Concentration
GATEWAY INVESTMENT Location
312 WALNUT STREET
SUITE 3500
CINCINNATI, Ohio
UNITED STATES, 45202-9834
SUITE 3500
CINCINNATI, Ohio
UNITED STATES, 45202-9834
GATEWAY INVESTMENT Contact Information
Phone Number: 513-719-1100
Fax Number: 513-719-1199
Website: http://www.gia.com
Fax Number: 513-719-1199
Website: http://www.gia.com
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