Why Baron Asset Fund in Bullish on Gartner (IT) Stock?

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Baron Asset Fund returned -16.63% (institutional shares). In comparison, the benchmark S&P 500 Index was down 19.60%, while the Russell Midcap Growth Index was down 20.04%.

In the said letter, Baron Asset Fund highlighted a few stocks and Gartner Inc (NYSE:IT) is one of them. Gartner is the world’s leading research and advisory...