Company NATIXIS

Gateway specializes in low-volatility strategies. Their investment approach has focused on stability, risk-adjusted performance, and long-term growth. The firm invests in a diversified stock portfolio designed to track the performance of a broad-based index. For most accounts, Gateway uses a multi-factor quantitative model to construct the portfolio.

Provides wholesale banking services

Finances commercial real estate transactions

Provides investment advisory services

Vaughan Nelson’s equity strategy seeks to achieve long-term capital appreciation by investing in companies at valuations that they believe are materially below their long-term intrinsic value. The firm employs long-time horizon to exploit shorter-term volatility and poor shorter-term price discovery. They primarily utilize a fundamental, bottom-up investment process. For their fixed income strategy, Vaughan Nelson aims to maximize total return while preserving capital. They believe active, risk-controlled management, founded on research-driven analyses, can uncover relative values that, over the long term, produce returns with less risk.