Disciplined Growth Investors Explained

Disciplined Growth Investors, Inc.
Type:Private
Foundation:1997
Location:Minneapolis, Minnesota, U.S.
Industry:Investment Management
Aum:US$5.1 billion (2019)
Num Employees:19
Homepage:http://www.dginv.com/

Disciplined Growth Investors, Inc. (DGI) is a SEC-registered[1] independent asset management firm founded in February 1997 by Fred Martin in Minneapolis, Minnesota.[2] Its headquarters are located on the 25th floor of the Fifth Street Towers in downtown Minneapolis.

In 2009, DGI had 145 clients.[3] This included private individuals as well as institutions.

Disciplined Growth Investors offers two equity portfolios to its clients: small-cap and mid-cap growth portfolios. DGI also offers a balanced portfolio which is a combination of the mid-cap growth portfolio and fixed-income securities.[4] Disciplined Growth Investors employs a value investing approach[4] applied to growth stocks and is an active participant with its rights as a shareholder[5] and an open critic in regards to high CEO compensation.[6] Disciplined Growth Investors also manages the Disciplined Growth Investors Fund (DGIFX).[7]

Disciplined Growth Investors was founded with $0.7 billion[8] in assets under management (AUM). In 2009, the firm’s AUM was $5.1 billion.[2] Focus Consulting Group identified Disciplined Growth Investors as one of its six "Thriver" firms that performed exceptionally well during the late-2000s recession,[9] throughout which DGI remained optimistic about small to mid-cap investment opportunities.[10] In 2011, the DGI's investment team published a book highlighting growth stock strategies based on the principles of Benjamin Graham.[11]

External links

Notes and References

  1. Web site: Form ADV. adviserinfo.sec.gov. 2019-05-23.
  2. Web site: Form ADV. advisorinfo.sec.gov. 2019-05-23.
  3. http://www.istockanalyst.com/article/viewiStockNews/articleid/3577010 "These Portfolio Managers Have Sound Strategy for Growth in Turbulent Times" Star Tribune, October 23, 2009
  4. https://finance.yahoo.com/news/CoFounder-Of-Disciplined-twst-3663937832.html?x=0 "Investing in Mid-Cap Growth." The Wall Street Transcript, January 11, 2010
  5. http://www.tcbmag.com/ideasopinions/investmentintelligence/133555p1.aspx "Shareholders, Check Your Bags" Twin Cities Business, December 2010.
  6. http://www.tcbmag.com/ideasopinions/portfoliopositions/72543p1.aspx "Comp Cop" Twin Cities Business, September 2006.
  7. Web site: Disciplined Growth Investors Fund website . 2011-11-11 . https://web.archive.org/web/20120425154715/http://www.dgifund.com/index.php . 2012-04-25 . dead .
  8. Web site: Disciplined Growth Investors company website . 2010-09-14 . 2011-07-09 . https://web.archive.org/web/20110709020121/http://www.dginv.com/default.asp?P=768505&S=768507 . dead .
  9. http://focuscgroup.com/Portals/_Rainbow/Documents/Crisis%20Lessons.pdf "Crisis Lessons" Focus Consulting Group, 2010.
  10. https://archive.today/20111003105334/http://www.tcbmag.com/ideasopinions/investmentintelligence/129681p1.aspx "Flight to Safety" Twin Cities Business, August 2010.
  11. https://www.mhprofessional.com/product.php?cat=106&isbn=0071753893&cat=106 "Benjamin Graham and the Power of Growth Stocks" McGraw-Hill, October 2011.