Sustainable Growth Advisers<\/strong>\u00a0(SGA), an investment management company, released its fourth-quarter investor letter for its \u201cEmerging Markets Growth Strategy.\u201d\u00a0A copy of the letter can be\u00a0downloaded here<\/strong>. The fourth quarter of 2025 marked strong divergence from the market. Market leadership by AI beneficiaries and revival of cyclical sectors dominated the market, while quality growth strategies faced challenges. In Q4 2025, the portfolio returned 0.8% (Gross) and 0.6% (Net) compared to the MSCI EM Net TR Index return of 4.7% and the MSCI EM Growth Net TR Index return of 3.3%. In 2025, the portfolio delivered strong returns of 23.8% (Gross) and 22.8% (Net) but lagged the 33.6% and 34.3% returns for the indexes, respectively. The portfolio projects 13% revenue growth and 16% earnings growth annually for the next three years. Please review the Strategy\u2019s top five holdings to gain insights into their key selections for 2025.<\/p>\n In its fourth-quarter 2025 investor letter, SGA Emerging Markets Growth Strategy highlighted stocks like Gartner, Inc. (NYSE:IT). Established in 1979, Gartner, Inc. (NYSE:IT) is a research and advisory company that operates through research, conferences, and consulting segments. The one-month return of Gartner, Inc. (NYSE:IT) was -31.25%, and its shares lost 69.19% of their value over the last 52 weeks. On February 13, 2026, Gartner, Inc. (NYSE:IT) stock closed at $158.58 per share, with a market capitalization of $11.17 billion.<\/p>\n SGA Emerging Markets Growth Strategy stated the following regarding Gartner, Inc. (NYSE:IT) in its fourth quarter 2025 investor letter:<\/p>\n “Gartner, Inc.<\/strong> (NYSE:IT): In December we met with Gartner\u2019s Lead Independent Director, Karen Dykstra, and CFO Craig Safian to engage on several matters including the Chairman\/CEO split, Board tenure\/age, executive compensation metrics and growth versus margin tradeoffs.<\/p>\n<\/blockquote><\/div>\n Gartner, Inc. (NYSE:IT) is not on our list of\u00a030 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held Gartner, Inc. (NYSE:IT) at the end of the third quarter, which was 45 in the previous quarter. In the fourth quarter of 2025, Gartner, Inc. (NYSE:IT) reported\u00a0revenue\u00a0of $1.8 billion, reflecting an increase of 2% year-over-year.\u00a0While we acknowledge the potential of Gartner, Inc. (NYSE:IT)as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/strong>.<\/p>\n In\u00a0another article, we covered Gartner, Inc. (NYSE:IT) and shared Baron Partners Fund’s views on the company. In addition, please check out our hedge fund investor letters Q4 2025\u00a0page for more investor letters from hedge funds and other leading investors.<\/p>\n READ NEXT:\u00a0The Best and Worst Dow Stocks for the Next 12 Months\u00a0and\u00a010 Unstoppable Stocks That Could Double Your Money.<\/p>\n Disclosure: None. This article is originally published at Insider Monkey.<\/p>\n<\/p><\/div>\n\n
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