Disciplined Growth Investors
 | |
| Company type | Private |
|---|---|
| Industry | Investment Management |
| Founded | 1997 |
| Headquarters | Minneapolis, Minnesota, U.S. |
| AUM | US$5.1 billion (2019) |
Number of employees | 19 |
| Website | 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
[edit]References
[edit]- ^ "Form ADV". adviserinfo.sec.gov. Retrieved 2019-05-23.
- ^ a b "Form ADV". advisorinfo.sec.gov. Retrieved 2019-05-23.
- ^ "These Portfolio Managers Have Sound Strategy for Growth in Turbulent Times" Star Tribune, October 23, 2009 Archived January 9, 2010, at the Wayback Machine
- ^ a b "Investing in Mid-Cap Growth." The Wall Street Transcript, January 11, 2010[permanent dead link]
- ^ "Shareholders, Check Your Bags" Twin Cities Business, December 2010. Archived December 24, 2010, at the Wayback Machine
- ^ "Comp Cop" Twin Cities Business, September 2006. Archived February 10, 2011, at the Wayback Machine
- ^ "Disciplined Growth Investors Fund website". Archived from the original on 2012-04-25. Retrieved 2011-11-11.
- ^ "Disciplined Growth Investors company website". Archived from the original on 2011-07-09. Retrieved 2010-09-14.
- ^ "Crisis Lessons" Focus Consulting Group, 2010.[permanent dead link]
- ^ "Flight to Safety" Twin Cities Business, August 2010.
- ^ "Benjamin Graham and the Power of Growth Stocks" McGraw-Hill, October 2011.