Philosophy

At DGI, we utilize a conservative approach to achieve aggressive results. We compensate for the unknown (i.e. market volatility or political whims) with the known (i.e. what a company is actually worth). There are four tenets of our approach.

SEEK INTRINSIC VALUE

We invest in companies, not hype. Our investment decisions are based exclusively on that we believe companies are worth today and what they’ll be worth seven-ten years down the road.

KNOW WHAT YOU OWN

We know everything we can know about the companies we invest in. We talk to their people, from the CEO on down. We visit their facilities. We use their products.

UTILIZE AN OBJECTIVE MEASURE

We don’t chase indices. We utilize an expected-rate-of-return that is both specific and absolute; it never varies. If the companies we invest in meet or exceed our standard, we are confident that we can beat the market and its indices.

BE DISCIPLINED BUYERS

We exploit market volatility. We purchase companies when they are temporarily “on sale” for reasons we believe are unrelated to the actual value of the business. Doing so helps lessens the impact of our mistakes and makes exponential growth possible when we get it right.

PRICES

as of 07.21.2017
NAV $18.58
NAV Change $-0.10

INFORMATION

Ticker DGIFX
CUSIP 317609 394

Fact Sheet

download 1Q Fund Update


1.855.DGI.FUND (344.3863)

ALPS Distributors, Inc. is the distributor for The Disciplined Growth Investors Fund. An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a prospectus which contain this and other information, or call 1.855.DGI.FUND. Read the prospectus carefully before investing. An investment in the Fund involves risk, including possible loss of principal.

Investments in small and mid-size companies will generally lead to greater volatility. Investments in fixed-income securities are subject to increased loss of principal during periods of rising interest rates.

Not FDIC Insured - No Bank Guarantee - May Lose Value

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