Disciplined Growth Investors

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.

Disciplined Growth Investors, Inc.
TypePrivate
IndustryInvestment Management
Founded1997
HeadquartersMinneapolis, Minnesota, U.S.
AUMUS$5.1 billion (2019)
Number of employees
19
Websitehttp://www.dginv.com/
The Fifth Street Towers

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]

References
  1. "Form ADV". adviserinfo.sec.gov. Retrieved 2019-05-23.
  2. "Form ADV". advisorinfo.sec.gov. Retrieved 2019-05-23.
  3. "These Portfolio Managers Have Sound Strategy for Growth in Turbulent Times" Star Tribune, October 23, 2009 Archived January 9, 2010, at the Wayback Machine
  4. "Investing in Mid-Cap Growth." The Wall Street Transcript, January 11, 2010
  5. "Shareholders, Check Your Bags" Twin Cities Business, December 2010. Archived December 24, 2010, at the Wayback Machine
  6. "Comp Cop" Twin Cities Business, September 2006. Archived February 10, 2011, at the Wayback Machine
  7. "Disciplined Growth Investors Fund website". Archived from the original on 2012-04-25. Retrieved 2011-11-11.
  8. Disciplined Growth Investors company website
  9. "Crisis Lessons" Focus Consulting Group, 2010.
  10. "Flight to Safety" Twin Cities Business, August 2010.
  11. "Benjamin Graham and the Power of Growth Stocks" McGraw-Hill, October 2011.
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