Shares of Gartner, Inc. (NYSE:IT), a provider of syndicated IT research, relinquished some gains due to tougher comparisons and slightly more challenging macro conditions. We believe Gartner’s key metrics are solid. The company has significant financial flexibility, and we think it will aggressively deploy capital for repurchases or mergers and acquisitions. Over time, in our view, Gartner will generate accelerating top line growth, significant growth in earnings and free cash flow, and persistent return of capital. We added to our Gartner position during the quarter. (Neal Rosenberg)
From Baron Opportunity Fund third-quarter 2016 commentary.
