Small Cap

Disciplined Growth Investors (DGI) offers Small Cap Growth portfolio management.

This strategy is offered exclusively in the form of separately managed accounts (SMA), but is currently closed to new client relationships. A complete list of all composites is available upon request.

Small Cap Growth Portfolio Reports

Performance

Updated 07/31/2017

Disciplined Growth Investors Small Cap Growth “Performance” report contains the most recent performance update for the Small Cap Growth Composite. This report is updated monthly and contains time weighted returns for the following time periods: most recent month, year-to-date, since inception and 1, 3, 5, 10 & 15 year annualized periods.

performance_report /documents/599dc9d7e2627/performance_report.pdf 07/31/2017

performance_report /documents/5991e8f288bf0/performance_report.pdf 06/30/2017

performance_report /documents/59401ceb0bc0d/performance_report.pdf 05/31/2017

performance_report /documents/59401cd880051/performance_report.pdf 04/30/2017

performance_report /documents/5908e6e4177db/performance_report.pdf 03/31/2017

performance_report /documents/5908e6d36806b/performance_report.pdf 02/28/2017

performance_report /documents/58b9dc2430978/performance_report.pdf 01/31/2017

performance_report /documents/58b9dc08a4cf2/performance_report.pdf 12/31/2016

performance_report /documents/5849abbbbe2ba/performance_report.pdf 11/30/2016

performance_report /documents/5823933401f38/performance_report.pdf 10/31/2016

performance_report /documents/57f7b77a02792/performance_report.pdf 09/30/2016

performance_report /documents/57cef4e613a97/performance_report.pdf 08/31/2016

performance_report /documents/57a37de87f90e/performance_report.pdf 07/31/2016

performance_report /documents/5784fcbb34349/performance_report.pdf 06/30/2016

performance_report /documents/57681dda79f9a/performance_report.pdf 05/31/2016

performance_report /documents/572ca7febe684/performance_report.pdf 04/30/2016

performance_report /documents/5706709e553cd/performance_report.pdf 03/31/2016

performance_report /documents/56d8aa37834e0/performance_report.pdf 02/29/2016

performance_report /documents/56d0b6427a862/performance_report.pdf 01/31/2016

performance_report /documents/568ed8fb6bea8/performance_report.pdf 12/31/2015

performance_report /documents/5665ad286b0a8/performance_report.pdf 11/30/2015

performance_report /documents/563a6656733a7/performance_report.pdf 10/31/2015

performance_report /documents/561695e35ec06/performance_report.pdf 09/30/2015

performance_report /documents/55ef2d05d6d6c/performance_report.pdf 08/31/2015

performance_report /documents/55d3908a98e26/performance_report.pdf 07/31/2015

performance_report /documents/55a4041caaff4/performance_report.pdf 06/30/2015

performance_report /documents/55775d38ab3a7/performance_report.pdf 05/31/2015

performance_report /documents/554a6f040a932/performance_report.pdf 04/30/2015

performance_report /documents/552bda1287882/performance_report.pdf 03/31/2015

performance_report /documents/54f8c6c89909c/performance_report.pdf 2/28/2015

performance_report /documents/54e4c12cec5d8/performance_report.pdf 1/31/2015

performance_report /documents/54b3e7c3447f5/performance_report.pdf 12/31/2014

performance_report /documents/54822e0fd3254/performance_report.pdf 11/30/2014

performance_report /documents/54610e1cab974/performance_report.pdf 10/31/2014

performance_report /documents/5441843a6eab5/performance_report.pdf 9/30/2014

performance_report /documents/544184291dac5/performance_report.pdf 8/31/2014

performance_report /documents/53f64668b9f4f/performance_report.pdf 7/31/2014

performance_report /documents/53c6869989041/performance_report.pdf 6/30/2014

performance_report /documents/5394616d448f6/performance_report.pdf 5/31/2014

performance_report /documents/536bfcdfcf502/performance_report.pdf 4/30/2014

performance_report /documents/535fea2da7ea5/performance_report.pdf 03/31/2014

performance_report /documents/531e0c446f9f8/performance_report.pdf 02/28/2014

performance_report /documents/530794b0a5a06/performance_report.pdf 01/31/2014

performance_report /documents/52a76f6e3808f/performance_report.pdf 11/30/2013

performance_report /documents/52793729bdad8/performance_report.pdf 10/31/2013

performance_report /documents/5993128c75e39/performance_report.pdf 09/30/2013

performance_report /documents/525354e677ec0/performance_report.pdf 08/31/2013

performance_report /documents/59931083b24dc/performance_report.pdf 07/31/2013

performance_report /documents/599310b03871b/performance_report.pdf 06/30/2013

performance_report /documents/599310d01ab7c/performance_report.pdf 05/31/2013

performance_report /documents/599310e679f6a/performance_report.pdf 04/30/2013

performance_report /documents/599310fc076c7/performance_report.pdf 03/31/2013

performance_report /documents/5993111476705/performance_report.pdf 02/28/2013

performance_report /documents/5993112ec70f2/performance_report.pdf 01/31/2013

performance_report /documents/599312f631caf/performance_report.pdf 12/31/2012

performance_report /documents/59931310bc6ee/performance_report.pdf 11/30/2012

performance_report /documents/599313335fb6d/performance_report.pdf 10/31/2012

performance_report /documents/5993135227389/performance_report.pdf 09/30/2012

performance_report /documents/59931384d3e8c/performance_report.pdf 08/31/2012

performance_report /documents/5993139da18ee/performance_report.pdf 07/31/2012

performance_report /documents/599313c077fcd/performance_report.pdf 06/30/2012

performance_report /documents/599313d2bf0ba/performance_report.pdf 05/31/2012

performance_report /documents/599313eac58ee/performance_report.pdf 04/30/2012

performance_report /documents/599313fda6343/performance_report.pdf 03/31/2012

performance_report /documents/599314170c118/performance_report.pdf 02/29/2012

performance_report /documents/59931429de0bb/performance_report.pdf 01/31/2012

performance_report /documents/599314c6d2315/performance_report.pdf 12/31/2011

performance_report /documents/599314e93f8b2/performance_report.pdf 11/30/2011

performance_report /documents/59931515e37e5/performance_report.pdf 10/31/2011

performance_report /documents/5993153e0a619/performance_report.pdf 09/30/2011

performance_report /documents/5993155c3da46/performance_report.pdf 08/31/2011

performance_report /documents/5993157187755/performance_report.pdf 07/31/2011

performance_report /documents/59931f627ac8a/performance_report.pdf 05/31/2011

performance_report /documents/59931f7ca2fff/performance_report.pdf 04/30/2011

performance_report /documents/59931f95017c0/performance_report.pdf 03/31/2011

performance_report /documents/59931fb4dde41/performance_report.pdf 02/28/2011

performance_report /documents/59931fd087a74/performance_report.pdf 01/31/2011

performance_report /documents/59933193b9fff/performance_report.pdf 12/31/2010

performance_report /documents/599325aa5aa1c/performance_report.pdf 11/30/2010

performance_report /documents/59933043b79b9/performance_report.pdf 10/31/2010

performance_report /documents/5993317520124/performance_report.pdf 09/30/2010

performance_report /documents/599330626e0e1/performance_report.pdf 08/31/2010

performance_report /documents/59933082eb482/performance_report.pdf 07/31/2010

performance_report /documents/5993309cc65cf/performance_report.pdf 06/30/2010

performance_report /documents/599330b661bba/performance_report.pdf 05/31/2010

performance_report /documents/599330cdec12b/performance_report.pdf 04/30/2010

performance_report /documents/599330e2c43f0/performance_report.pdf 03/31/2010

performance_report /documents/599330fa57035/performance_report.pdf 02/28/2010

performance_report /documents/59933115dcdbe/performance_report.pdf 01/31/2010

performance_report /documents/5993331a9eb13/performance_report.pdf 12/31/2009

performance_report /documents/599332f7f3e45/performance_report.pdf 11/30/2009

performance_report /documents/599332e03cc4c/performance_report.pdf 10/31/2009

performance_report /documents/599332c9005f8/performance_report.pdf 09/30/2009

performance_report /documents/599332b286e6a/performance_report.pdf 08/31/2009

performance_report /documents/5993329eb0e80/performance_report.pdf 07/31/2009

performance_report /documents/599332800886d/performance_report.pdf 06/30/2009

performance_report /documents/5993326317a3f/performance_report.pdf 05/31/2009

performance_report /documents/5993324b8ceb4/performance_report.pdf 04/30/2009

performance_report /documents/599332341dc2d/performance_report.pdf 03/31/2009

performance_report /documents/599332208c78d/performance_report.pdf 02/28/2009

performance_report /documents/5993320712b5a/performance_report.pdf 01/31/2009

performance_report /documents/59933384a23e9/performance_report.pdf 12/31/2008

performance_report /documents/5993339e11287/performance_report.pdf 11/30/2008

performance_report /documents/599333af39355/performance_report.pdf 10/31/2008

performance_report /documents/599333bfd02a7/performance_report.pdf 09/30/2008

performance_report /documents/599333d1c447d/performance_report.pdf 08/31/2008

performance_report /documents/599333e41d2e1/performance_report.pdf 07/31/2008

performance_report /documents/599333fb9d822/performance_report.pdf 06/30/2008

performance_report /documents/5993340a6ab9d/performance_report.pdf 05/31/2008

performance_report /documents/5993341fe3139/performance_report.pdf 04/30/2008

performance_report /documents/59933433dd229/performance_report.pdf 03/31/2008

performance_report /documents/5993344573bd7/performance_report.pdf 02/29/2008

performance_report /documents/5993345c904d3/performance_report.pdf 01/31/2008

performance_report /documents/599335273e40c/performance_report.pdf 12/31/2007

performance_report /documents/5993353bea1fd/performance_report.pdf 11/30/2007

performance_report /documents/5993354c585d1/performance_report.pdf 10/31/2007

performance_report /documents/5993355ae50b0/performance_report.pdf 09/30/2007

performance_report /documents/5993356edcfe7/performance_report.pdf 08/31/2007

performance_report /documents/599335854a4ed/performance_report.pdf 07/31/2007

performance_report /documents/5993359445c6c/performance_report.pdf 06/30/2007

performance_report /documents/599335a32a7a5/performance_report.pdf 05/31/2007

performance_report /documents/599335b922f0b/performance_report.pdf 04/30/2007

performance_report /documents/599335cda9366/performance_report.pdf 03/31/2007

performance_report /documents/599335e16fd0d/performance_report.pdf 02/28/2007

performance_report /documents/599335f6c0d30/performance_report.pdf 01/31/2007

performance_report /documents/5993365853259/performance_report.pdf 12/31/2006

performance_report /documents/599336692d07a/performance_report.pdf 11/30/2006

performance_report /documents/5993367920c79/performance_report.pdf 10/31/2006

performance_report /documents/59933687d4a62/performance_report.pdf 09/30/2006

performance_report /documents/59933697f240b/performance_report.pdf 08/31/2006

performance_report /documents/599336b0332b5/performance_report.pdf 07/31/2006

performance_report /documents/599336c1d329f/performance_report.pdf 06/30/2006

performance_report /documents/599336d3e8be9/performance_report.pdf 05/31/2006

performance_report /documents/599336e4a5c1e/performance_report.pdf 04/30/2006

performance_report /documents/59933733b0f72/performance_report.pdf 03/31/2006

performance_report /documents/5993371ac501f/performance_report.pdf 02/28/2006

performance_report /documents/59933745308d6/performance_report.pdf 01/31/2006

performance_report /documents/599349e90a93e/performance_report.pdf 12/31/2005

performance_report /documents/599349d697e43/performance_report.pdf 11/30/2005

performance_report /documents/599349c1e5989/performance_report.pdf 10/31/2005

performance_report /documents/599349b32a7d0/performance_report.pdf 09/30/2005

performance_report /documents/599349a314dab/performance_report.pdf 08/31/2005

performance_report /documents/5993499355d8d/performance_report.pdf 07/31/2005

performance_report /documents/59934960a4681/performance_report.pdf 06/30/2005

performance_report /documents/5993494f4e36d/performance_report.pdf 05/31/2005

performance_report /documents/5993493c827d5/performance_report.pdf 04/30/2005

performance_report /documents/5993492c9b14e/performance_report.pdf 03/31/2005

performance_report /documents/5993491c74f0c/performance_report.pdf 02/28/2005

performance_report /documents/5993490f768eb/performance_report.pdf 01/31/2005

performance_report /documents/59934a15116ef/performance_report.pdf 12/31/2004

performance_report /documents/59934a2480875/performance_report.pdf 11/30/2004

performance_report /documents/59934a3379f30/performance_report.pdf 10/31/2004

performance_report /documents/59934a3f7d00b/performance_report.pdf 09/30/2004

performance_report /documents/59934a542245d/performance_report.pdf 08/31/2004

performance_report /documents/59934a65d2052/performance_report.pdf 07/31/2004

performance_report /documents/59934a7d3bebd/performance_report.pdf 06/30/2004

performance_report /documents/59934a9089157/performance_report.pdf 05/31/2004

performance_report /documents/59934aa0c3389/performance_report.pdf 04/30/2004

performance_report /documents/59934ab083be9/performance_report.pdf 03/31/2004

performance_report /documents/59934ac095e15/performance_report.pdf 02/29/2004

performance_report /documents/59934adb11d41/performance_report.pdf 01/31/2004

performance_report /documents/59934afd8efed/performance_report.pdf 12/31/2003

performance_report /documents/59934b1305a94/performance_report.pdf 11/30/2003

performance_report /documents/59934b218845f/performance_report.pdf 10/31/2003

performance_report /documents/59934b2fa90d5/performance_report.pdf 09/30/2003

performance_report /documents/59934b3dd5eb5/performance_report.pdf 08/31/2003

performance_report /documents/59934b5498805/performance_report.pdf 07/31/2003

performance_report /documents/59934b6305cd5/performance_report.pdf 06/30/2003

performance_report /documents/59934b731aad8/performance_report.pdf 05/31/2003

performance_report /documents/59934b8239798/performance_report.pdf 04/30/2003

performance_report /documents/59947ae889ce1/performance_report.pdf 03/31/2003

performance_report /documents/59947ac9d243b/performance_report.pdf 02/28/2003

performance_report /documents/59947ab3c8b10/performance_report.pdf 01/31/2003

Quarterly Fact Sheet & Review

Updated 06/30/2017

Disciplined Growth Investors Small Cap Growth “Quarterly Fact Sheet & Review” report contains the following information relevant to the Small Cap Growth Composite: strategy overview, time weighted returns for the previous quarter, 1, 3, 5, 10 & 15 year annualized periods, portfolio characteristics including sector weightings, a written review of the most recent quarter and featured stock holding.

quarterly_fact_sheet /documents/5991e9512e035/quarterly_fact_sheet.pdf 06/30/2017

quarterly_fact_sheet /documents/5908e6bd80d08/quarterly_fact_sheet.pdf 03/31/2017

quarterly_fact_sheet /documents/589b8711ecdc1/quarterly_fact_sheet.pdf 12/31/2016

quarterly_fact_sheet /documents/5810dee97d8af/quarterly_fact_sheet.pdf 09/30/2016

quarterly_fact_sheet /documents/5798fa4371c26/quarterly_fact_sheet.pdf 06/30/2016

quarterly_fact_sheet /documents/571e90d138048/quarterly_fact_sheet.pdf 03/31/2016

quarterly_fact_sheet /documents/569fb09db05a7/quarterly_fact_sheet.pdf 12/31/2015

quarterly_fact_sheet /documents/5637c524ce4a5/quarterly_fact_sheet.pdf 09/30/2015

quarterly_fact_sheet /documents/55a7e501b57ae/quarterly_fact_sheet.pdf 06/30/2015

quarterly_fact_sheet /documents/554279c1da90d/quarterly_fact_sheet.pdf 03/31/2015

quarterly_fact_sheet /documents/54d52c4e40514/quarterly_fact_sheet.pdf 12/31/2014

quarterly_fact_sheet /documents/545bce7d7c86e/quarterly_fact_sheet.pdf 9/30/2014

quarterly_fact_sheet /documents/53d7b0b65a17f/quarterly_fact_sheet.pdf 06/30/2014

quarterly_fact_sheet /documents/535fea2dc14f3/quarterly_fact_sheet.pdf 03/31/2014

quarterly_fact_sheet /documents/53052711309a5/quarterly_fact_sheet.pdf 12/31/2013

quarterly_fact_sheet /documents/52793729c1974/quarterly_fact_sheet.pdf 09/30/2013

Independent GIPS Verification Statement

Updated 12/31/2016

This is the most recent external GIPS® verification statement.

independent_gips /documents/595ef500283b4/independent_gips.pdf 12/31/2016

independent_gips /documents/5849acb783dc2/independent_gips.pdf 06/30/2016

independent_gips /documents/57682dbc79f6f/independent_gips.pdf 12/31/2015

independent_gips /documents/566f956d6e5a0/independent_gips.pdf 06/30/2015

independent_gips /documents/5537efcedbcf7/independent_gips.pdf 12/31/2014

independent_gips /documents/53f649e9e1fff/independent_gips.pdf 06/30/2014

independent_gips /documents/5303c546c95bc/independent_gips.pdf 12/31/2013

SEC Form ADV Part 1

Updated 12/31/2016

Most recent Form ADV Part 1 as filed with the U.S. Securities & Exchange Commission.

sec_form_adv_part_1 /documents/590b2bef69dbe/sec_form_adv_part_1.pdf 12/31/2016

sec_form_adv_part_1 /documents/56fe85fb51806/sec_form_adv_part_1.pdf 03/28/2016

sec_form_adv_part_1 /documents/55427c87d9c4c/sec_form_adv_part_1.pdf 12/31/2014

sec_form_adv_part_1 /documents/52793729dcf6e/sec_form_adv_part_1.pdf 10/09/2013

sec_form_adv_part_1 /documents/5254310e09ef3/sec_form_adv_part_1.pdf 03/31/2013

SEC Form ADV 2A & 2B

Updated 03/27/2017

Most recent Form ADV Part 2A Firm Brochure as filed with the U.S. Securities & Exchange Commission, and most recent Form ADV Part 2B Brochure Supplement.

sec_form_adv_2a_2b /documents/590b2bef6faf5/sec_form_adv_2a_2b.pdf 03/27/2017

sec_form_adv_2a_2b /documents/56fe85fb51b95/sec_form_adv_2a_2b.pdf 03/28/2016

sec_form_adv_2a_2b /documents/55427c87e9644/sec_form_adv_2a_2b.pdf 12/31/2014

sec_form_adv_2a_2b /documents/52543123c651a/sec_form_adv_2a_2b.pdf 03/31/2013

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