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Disciplined Growth Investors, Inc.
Fred Martin · Asset Manager · Growth
Disciplined Growth Investors, Inc. (DGI) is an SEC-registered independent asset management firm headquartered in Minneapolis, Minnesota. Founded in 1997 by Fred Martin, the firm specializes in managing small-cap and mid-cap growth equity portfolios and balanced strategies. DGI is 100% employee-owned and serves a diverse clientele, including pension plans, foundations, corporations, and high-net-worth individuals. The firm is known for its stability and long-term focus, maintaining a lean professional team dedicated to a rigorous research process. DGI emerged as a resilient firm during the late-2000s recession by adhering to its core principles of fundamental analysis and disciplined capital allocation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +32.6% |
| YTD return | +40.5% |
| Sharpe ratio | 2.63 |
| Win rate | 58% |
| AUM | $4.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.dginv.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| P | Everpure, Inc. | 10.2% | +54.3% |
| GRMN | Garmin Ltd | 8.2% | +13.0% |
| VSAT | ViaSat Inc | 7.9% | +138.1% |
| PLXS | Plexus Corp | 7.8% | +64.6% |
| ANET | Arista Networks | 7.7% | +39.6% |
| CGNX | Cognex Corporation | 5.7% | +31.3% |
| EXE | Expand Energy Corporation | 5.1% | -18.3% |
| ZETA | Zeta Global Holdings Corp | 4.7% | +47.8% |
| DVN | Devon Energy Corporation | 4.5% | +0.5% |
| ALRM | Alarm.com Holdings Inc | 4.5% | +1.6% |
| PRLB | Proto Labs Inc | 4.3% | +72.4% |
| SPSC | SPS Commerce Inc | 3.9% | -3.8% |
| IDCC | InterDigital Inc | 3.8% | -5.5% |
| AKAM | Akamai Technologies Inc | 3.8% | +46.8% |
| GTLB | Gitlab Inc | 3.7% | +10.9% |
| SMTC | Semtech Corporation | 3.1% | +136.7% |
| DV | DoubleVerify Holdings Inc | 2.9% | +0.4% |
| ALGN | Align Technology Inc | 2.8% | +8.7% |
| SN | SharkNinja, Inc. | 2.8% | -12.4% |
| SNA | Snap-On Inc | 2.6% | -3.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | MNDY | 2.9% → 0.0% |
| Sep 7, 2026 | BUY | SPSC | 4.1% → 3.9% |
| Sep 7, 2026 | BUY | SNA | 0.0% → 2.6% |
| Sep 7, 2026 | BUY | DV | 2.9% → 2.9% |
| Sep 7, 2026 | BUY | IDCC | 3.8% → 3.8% |
Investment Style Analysis
Disciplined Growth Investors, Inc. is widely recognized for employing a Growth strategy. As of Sep 21, 2026, the firm oversees approximately $4.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Scientific & Technical Instruments and Software - Application sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Disciplined Growth Investors, Inc. made a significant move by reducing the position in MNDY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy centers on three core tenets: the power of 'big ideas,' disciplined buying, and extreme patience. DGI seeks companies with sustainable competitive advantages and the potential for outsized returns, typically looking for a 15% minimum expected return for new small-cap positions. Utilizing a valuation framework rooted in the teachings of Benjamin Graham, the firm aims to purchase these high-quality growth companies only when they are trading at a discount to their intrinsic value. DGI maintains a long-term investment horizon, often thinking in years or decades rather than months, and focuses on deep fundamental research to mitigate the risk of permanent capital loss.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Disciplined Growth Investors, Inc..
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Frequently asked questions
How is the simulated portfolio for Disciplined Growth Investors, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Disciplined Growth Investors, Inc.'s largest holding?
As of the latest filing, Disciplined Growth Investors, Inc.'s top position is Everpure, Inc. (P), representing 10.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Disciplined Growth Investors, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +32.6% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 2.63, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Disciplined Growth Investors, Inc. primarily invest in?
Disciplined Growth Investors, Inc. has a strong preference for the Scientific & Technical Instruments sector, which makes up 13.9% of their disclosed assets. The portfolio also has exposure to Software - Application, indicating a specific thematic focus.
Is Disciplined Growth Investors, Inc.'s portfolio concentrated or diversified?
Disciplined Growth Investors, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Disciplined Growth Investors, Inc. performed in 2026?
Our AI-simulated model portfolio for Disciplined Growth Investors, Inc. tracks a Year-to-Date (YTD) return of +40.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Fred Martin manage Disciplined Growth Investors, Inc. directly?
Yes, Fred Martin serves as the key portfolio manager for Disciplined Growth Investors, Inc., overseeing the investment strategy and final capital allocation decisions.