Disciplined Growth Investors

Disciplined Growth Investors
Private
Industry Investment Management
Founded 1997
Headquarters Minneapolis, Minnesota, U.S.
AUM US$1.7 billion (2009)
Website http://www.dginv.com/
The Fifth Street Towers

Disciplined Growth Investors, Inc. (or 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 $1.7 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, SEC, September 17, 2010
  2. 1 2 "Top 25 Minnesota-Based Asset Management Firms" (PDF). Twin Cities Business Magazine. March 2009. Archived from the original (PDF) on 2011-07-11.
  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. 1 2 "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
  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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