SGA Global Growth Strategy Exited Its Holdings in Gartner (IT)

SGA Global Growth Strategy Exited Its Holdings in Gartner (IT) Soumya Eswaran Wed, June 17, 2026 at 8:10 PM GMT+7 3 min read MSTR IT CL=F Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives significantly affected markets in the first two months of the quarter, leading to declines in software, information services, payments, and insurance brokers. In March, geopolitical tensions in the Middle East caused a spike in oil prices, contributing to market volatility and prompting investors to adopt a more cautious stance. The firm believes prioritizing high-quality businesses with strong balance sheets, durable cash flows, and diversified end markets provides resilience against short-term geopolitical shocks. In addition, you can check the Strategy’s top 5 holdings for its best picks for 2026.

In its first-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Gartner, Inc. (NYSE:IT). Established in 1979, Gartner, Inc. (NYSE:IT) is a research and advisory company that provides business and technology insights to help businesses make informed decisions. On June 16, 2026, Gartner, Inc. (NYSE:IT) closed at $142.24 per share. One-month return of Gartner, Inc. (NYSE:IT) was -10.24%, and its shares lost 64.38% over the past 52 weeks. Gartner, Inc. (NYSE:IT) has a market capitalization of $9.52 billion.

SGA Global Growth Strategy stated the following regarding Gartner, Inc. (NYSE:IT) in its Q1 2026 investor letter: