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.
Read Our Insights Full WebsiteOur Published Work
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
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.
Read Article →Updates
February 12, 2026
Year-End 2025 Investment Update — a difficult year for value-conscious strategies, what drove it, and why we remain constructively optimistic.
Read Article →Equity Markets
August 11, 2025
Are large drawdowns a reliable signal of permanent damage — or simply unsettling bumps on the road to recovery?
Read Article →Our Approach
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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