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Jason Ilidio Lima
Portfolio Manager-Equities at
Disciplined Growth Investors, Inc.
Profile
Mr. Jason I.
Lima, CFA MBA, is a Lead Portfolio Manager at Disciplined Growth Investors, Inc. He joined the firm in 2011 as an Investment Analyst to support the portfolio managers by tracking existing holdings and researching potential portfolio picks.
Before coming to DGI, Mr. Lima served for over five years as an officer in the U.S.
Navy and worked for three years at US Bancorp as a capital strategy and risk manager.
He received his BS in Electrical Engineering and Computer Science from Massachusetts Institute of Technology and an MBA with Honors, concentrations in Finance and Strategy from The University of Chicago.
Jason Ilidio Lima active positions
| Companies | Position | Start |
|---|---|---|
Disciplined Growth Investors, Inc.
 Disciplined Growth Investors, Inc. Investment ManagersFinance DGI seeks to invest in companies that are expected to yield high returns and can be purchased at a discount to intrinsic value. Their expected holding period is 7 years. The firm’s decision-making approach has both top-down (including duration/maturity positioning, yield curve risk and sector/quality risk) and bottom-up (including credit research, quantitative analysis and trading) components. DGI’s sell discipline is managed through a combination of inputs from its maturity, sector and individual selection decisions. | Portfolio Manager-Equities | 01/01/2020 |
Former positions of Jason Ilidio Lima
| Companies | Position | End |
|---|---|---|
US Department of the Navy (District of Columbia)
 US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | 31/12/2010 |
| US BANCORP | Corporate Officer/Principal | - |
Training of Jason Ilidio Lima
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
5
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
U.S. Bancorp
 U.S. Bancorp Major BanksFinance Operates as a bank holding company whose subsidiary provides national banking services | Finance |
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance DGI seeks to invest in companies that are expected to yield high returns and can be purchased at a discount to intrinsic value. Their expected holding period is 7 years. The firm’s decision-making approach has both top-down (including duration/maturity positioning, yield curve risk and sector/quality risk) and bottom-up (including credit research, quantitative analysis and trading) components. DGI’s sell discipline is managed through a combination of inputs from its maturity, sector and individual selection decisions. | Finance |
Massachusetts Institute of Technology
 Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
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