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Disciplined Growth Investors, Inc. (DGI) is a SEC-registered independent
asset management Asset management is a systematic approach to the governance and realization of all value for which a group or entity is responsible. It may apply both to tangible assets (physical objects such as complex process or manufacturing plants, infrastr ...
firm founded in February 1997 by Fred Martin in
Minneapolis, Minnesota Minneapolis is a city in Hennepin County, Minnesota, United States, and its county seat. With a population of 429,954 as of the 2020 United States census, 2020 census, it is the state's List of cities in Minnesota, most populous city. Locat ...
. Its headquarters are located on the 25th floor of the
Fifth Street Towers The Fifth Street Towers is a complex of two buildings in Minneapolis, Minnesota. Fifth Street Towers I was completed in 1987 and is tall and has 26 floors. Fifth Street Towers II was completed in 1988 and is tall and has 36&nbs ...
in downtown
Minneapolis Minneapolis is a city in Hennepin County, Minnesota, United States, and its county seat. With a population of 429,954 as of the 2020 United States census, 2020 census, it is the state's List of cities in Minnesota, most populous city. Locat ...
. In 2009, DGI had 145 clients. 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."Investing in Mid-Cap Growth." The Wall Street Transcript, January 11, 2010
/ref> Disciplined Growth Investors employs a value investing approach applied to growth stocks and is an active participant with its rights as a shareholder and an open critic in regards to high CEO compensation. Disciplined Growth Investors also manages the Disciplined Growth Investors Fund (DGIFX). Disciplined Growth Investors was founded with $0.7 billion in
assets under management In finance, assets under management (AUM), sometimes called fund under management, refers to the total market value of all financial assets that a financial institution—such as a mutual fund, venture capital firm, or depository institutio ...
(AUM). In 2009, the firm’s AUM was $5.1 billion. Focus Consulting Group identified Disciplined Growth Investors as one of its six "Thriver" firms that performed exceptionally well during the
late-2000s recession The Great Recession was a period of market decline in economies around the world that occurred from late 2007 to mid-2009.
, throughout which DGI remained optimistic about small to mid-cap investment opportunities. In 2011, the DGI's investment team published a book highlighting growth stock strategies based on the principles of
Benjamin Graham Benjamin Graham (; Given name, né Grossbaum; May 9, 1894 – September 21, 1976) was a British-born American financial analyst, economist, accountant, investor and professor. He is widely known as the "father of value investing", and wrote two ...
."Benjamin Graham and the Power of Growth Stocks" McGraw-Hill, October 2011.
/ref>


External links


Disciplined Growth Investors websiteDGI Fund website


References

{{Reflist, colwidth=30em Companies based in Minneapolis Financial services companies established in 1997