GATEX: Natixis Gateway Fund
Posted in Stock Reports on July 27th, 2009Lee Munson and Lorn Owen Davis provide independent fund research on Natixis Gateway Fund (GATEX).
An investor doesn’t need to look any further than the performance of Dodge & Cox’s stock fund (DODGX) last year to realize that the investment environment has been turned upside down. Even the professionals can make big mistakes that cost money and cash flow for investors. It makes one pause and look for alternatives, such as Natixis’ Gateway Fund (GATEX), which attempts to track the S&P 500 with less volatility and thus less return. With an emphasis on dividend producing stocks, the fund engages in selling index calls to increase cash flow and buying index puts for downside protection. It is a long term investment vehicle similar to DODGX in the sense of large cap domestic companies, but has the added bonus of reducing volatility through its hedging.
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