- Disciplined Growth Investors
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Disciplined Growth Investors 
Type Private Industry Investment Management Founded 1997 Headquarters Minneapolis, Minnesota, U.S. 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] In 2011, Disciplined Growth Investors created 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]
External links
References
- ^ Form ADV, SEC, September 17, 2010
- ^ a b "Top 25 Minnesota-Based Asset Management Firms". Twin Cities Business Magazine. March 2009. http://www.focusfinancial.com/files/Top%20asset%20mgmt%20firms.pdf.
- ^ "These Portfolio Managers Have Sound Strategy for Growth in Turbulent Times" Star Tribune, October 23, 2009
- ^ a b "Investing in Mid-Cap Growth." The Wall Street Transcript, January 11, 2010
- ^ "Shareholders, Check Your Bags" Twin Cities Business, December 2010.
- ^ "Comp Cop" Twin Cities Business, September 2006.
- ^ Disciplined Growth Investors Fund website
- ^ Disciplined Growth Investors company website
- ^ "Crisis Lessons" Focus Consulting Group, 2010.
- ^ "Flight to Safety" Twin Cities Business, August 2010.
Categories:- Companies based in Minnesota
- Companies established in 1997
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