Disciplined Growth Investors
Any new idea seems bold on its face. But with enough scrutiny, even the boldest idea can begin to seem apparent. Intense scrutiny creates the conviction to act.
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Ideas take curiosity, commitment and intellectual honesty to find, develop and nurture. At DGI, an idea must survive relentless scrutiny in order to grow into an actionable insight.
Process / Philosophy
August 15, 2026
Before you can manage risk, you must understand what it actually is. Why volatility is the wrong proxy for risk.
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July 15, 2026
Alex Honnold’s free solo ascent of El Capitan reveals a masterclass in risk management — the first post in our six-part series on DGI’s framework for managing investment risk.
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February 12, 2026
Year-End 2025 Investment Update — a difficult year for value-conscious strategies, what drove it, and why we remain constructively optimistic.
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An idea only seems bold to those without the conviction to act. At DGI, ideas must survive relentless scrutiny before they become investments.
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Equities with market caps between $1B and $20B, targeting long-term capital appreciation.
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Rigorous research in smaller-cap equities where deep work uncovers durable growth opportunities.
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A blend of equity growth and income-generating assets designed to participate in growth while managing risk.
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