Gartner: Rating Downgrade As Growth Outlook Disappoints

Group 1 - The core viewpoint is that the growth outlook for Gartner, Inc. remains robust due to the de-risking of federal drag and strong core demand [1] - The investment strategy focuses on fundamentals-based value investing, emphasizing long-term durability and affordability rather than merely low multiples [1] - There is a recognition that investing in successful companies carries risks, particularly regarding valuation, but vast development opportunities can lessen the immediate importance of price [1]