Here’s the SGA Emerging Markets Growth Strategy’s Sustainability Report on Gartner (IT)

Core Insights - SGA's Emerging Markets Growth Strategy experienced a significant divergence from the market in Q4 2025, with a portfolio return of 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% [1] - For the full year 2025, the portfolio achieved returns of 23.8% (Gross) and 22.8% (Net), lagging behind the indexes which returned 33.6% and 34.3% respectively [1] - The portfolio anticipates annual revenue growth of 13% and earnings growth of 16% over the next three years [1] Company Specifics - Gartner, Inc. (NYSE:IT) was highlighted in SGA's Q4 2025 investor letter, with a one-month return of -31.25% and a 52-week loss of 69.19% [2] - As of February 13, 2026, Gartner, Inc. had a stock price of $158.58 and a market capitalization of $11.17 billion [2] - SGA engaged with Gartner's Lead Independent Director and CFO regarding governance matters, including the Chairman/CEO split and executive compensation metrics [3]