Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” investor letter for Q4 2025. The fund aims for long-term capital appreciation through investments in various U.S. and non-U.S. companies, with an all-cap mandate. It outperformed the MSCI World Index in Q4 with a return of 5.23%.

In the Q4 2025 investor letter, Oakmark Global Fund highlighted Gartner, Inc. (NYSE: IT). Gartner, Inc. is a research and advisory company founded in 1979, operating through research, conferences, and consulting segments. The stock had a one-month return of -6.17% and lost 53.70% of its value over the last 52 weeks, closing at $235.79 per share on January 13, 2026.

Oakmark Global Fund’s Q4 2025 investor letter praised Gartner, Inc. (NYSE: IT) as a global leader in research services with a strong brand in IT research. The company’s stock price decline was attributed to AI-related disruption concerns, which the fund believes are overstated. They see Gartner as well-positioned for growth.

Gartner, Inc. (NYSE: IT) is not among the 30 Most Popular Stocks Among Hedge Funds. However, 42 hedge fund portfolios held the stock at the end of Q3 2025, reflecting a slight decrease from the previous quarter. Gartner reported revenue of $1.5 billion in Q3, with a year-over-year increase of 3%. The fund sees potential in Gartner but believes other AI stocks offer better upside potential.

Read more at Yahoo Finance: Will Gartner (IT) be Able to Reaccelerate Its Organic Growth?