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Gateway Investment Advisers LLC
Gateway Investment Advisers, LLC is a Cincinnati-based registered investment adviser founded in 1977. The firm is known for its nearly 50 years of expertise in options-based investment solutions and quantitatively driven equity strategies, mainly serving institutional clients such as investment companies, pension plans, insurance companies, as well as high net worth individuals. As of June 2025, Gateway manages approximately $9.4 billion in assets and employs 21 professionals. Gateway is recognized for its focus in risk-managed equity solutions and is the adviser to the Gateway Fund and Gateway Equity Call Premium Fund, which are part of the Natixis Funds family.
Investment Strategy
Gateway Investment Advisers specializes in options-based investment strategies designed to provide risk-managed equity exposure. The firm employs quantitative, index-hedging and option overwrite approaches to deliver equity-like returns with lower volatility and downside risk compared to traditional equity portfolios. Gateway's flagship strategy combines index investing with systematic writing of index call and put options, aiming to enhance return and reduce portfolio risk through option premiums while maintaining participation in equity market movements. Their products target both absolute and risk-adjusted returns and are tailored for institutional and select high net worth clients.
Latest 13F Filing Activity
Gateway Investment Advisers LLC filed their most recent 13F report on Sep 30, 2025 disclosing 522 equity positions with a total 13F market value of $10B. The fund increased holdings in Nvidia Corporation, Apple Inc., Meta Platforms Inc. among other positions. Gateway Investment Advisers LLC reduced exposure to Pfizer Inc., Salesforce Inc., Comcast Corp. New among others.
Top Holdings
Equity Positions (522)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 9.76% | $1.01B | 5,412,518 | $38.89 | $186.58 | +$318.6M |
A AAPL | APPLE INC | 7.43% | $768.9M | 3,019,790 | $49.71 | $254.63 | +$216.2M |
M MSFT | MICROSOFT CORP | 7.19% | $744.3M | 1,436,949 | $64.39 | $517.95 | +$56.9M |
A AMZN | AMAZON COM INC | 4.11% | $425.6M | 1,938,348 | $39.48 | $219.57 | +$31.4M |
M META | META PLATFORMS INC | 4.07% | $421.3M | 573,676 | $251.38 | $734.38 | +$112.6M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Cincinnati, OH , United States | |
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Los Angeles, CA , United States | |
D D David Jilek | Vice President, Chief Investment Strategist | Brookline, MA , United States | |
 | Senior Vice-President and Portfolio Manager | Cincinnati, OH , United States | |
 | Associate Portfolio Manager | Cincinnati, OH , United States | |
M Mitchell Trotta | Portfolio Manager | Cincinnati, OH , United States | |
 | Senior Vice President - Portfolio Manager | Los Angeles, CA , United States | |
 | Quantitative Research Analyst | New York, NY , United States |
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