Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes that the Strategy underperformed in 2025 because it did not own Palantir Technologies Inc (PLTR). The Strategy focuses on achieving solid risk-adjusted returns by investing in high-quality compounders with fair valuations and market capitalizations between $2 billion and $50 billion at the time of purchase. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks like 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. The one-month return of Gartner, Inc. (NYSE:IT) was 10.35%, and its shares lost 61.45% of their value over the last 52 weeks. On March 23, 2026, Gartner, Inc. (NYSE:IT) stock closed at $162.59 per share, with a market capitalization of $11.719 billion.
Brown Advisory Mid-Cap Growth Strategy stated the following regarding Gartner, Inc. (NYSE:IT) in its fourth quarter 2025 investor letter:
“Operates an online research, conference consulting and advisory platform. Shares of Gartner, Inc. (NYSE:IT) fell during the year on a confluence of macro-driven business deceleration and market fears that AI-driven tools could disintermediate elements of the company’s core research offering.”
Chipotle Mexican Grill, Inc. (NYSE:CMG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 50 hedge fund portfolios held Gartner, Inc. (NYSE:IT) at the end of the fourth quarter, which was 42 in the previous quarter. In the fourth quarter of 2025, Gartner, Inc. (NYSE:IT) reported revenue of $1.8 billion, reflecting an increase of 2% year-over-year. While we acknowledge the risk and potential of Gartner, Inc. (NYSE:IT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Gartner, Inc. (NYSE:IT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Gartner, Inc. (NYSE:IT) and shared a list of stocks Jim Cramer discussed. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
