Dalton Nicol Reid invests on behalf of its clients via separately managed accounts (SMAs), individually managed accounts (IMAs) and institutional mandates.
The group has reported a total return of 11.5 per cent over ten years against a benchmark of 8.6 per cent from October 2002 to present.
Over three and five years, returns were 3.5 per cent (benchmark 1.8 per cent) and 0.5 per cent (benchmark-3.5%) respectively.
CEO and director Harley Dalton said although the majority of its clients were retail and SMSF investors, it was now receiving increased demand from institutional investors.
"The investment and support teams are extremely proud of these results, which are testament to the depth of insight of our management team, during what has been an extremely difficult time for investors," he said.
"Our investment approach has been well received by both retail and SMSF investors. However, we are increasingly finding traction in the institutional market, so this milestone is an important signifier of the longevity of our investment approach."
Mr Dalton said that one quarter of the business' finds under management (FUM) are invested on behalf of institutional investors.
"Dalton Nicol Reid is reviewed by institutional asset consultants and has also received strong ratings from research houses.
"A lot of institutions, particularly super funds, have reduced the number of managers they hire and are focusing more on passive and index investments. As a result, any active managers chosen need to be proven alpha generators with high conviction ideas.
"Given our investment approach and proven track record managing concentrated portfolios, Dalton Nicol Reid is well positioned to take advantage of this change."
