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Hollywood Police
Officers' Pension Fund |
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Performance
Evaluation Summary |
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March 31, 2008 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2007 |
2006 |
2005 |
2004 |
2003 |
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INVERNESS EQUITY
PORTFOLIO |
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Fiscal Year |
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Return |
-8.43% |
4.15% |
10.57% |
13.90% |
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26.79% |
13.06% |
14.04% |
13.63% |
20.49% |
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Ranking (Br. Large Cap Core) |
15 |
1 |
3 |
9 |
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1 |
9 |
38 |
39 |
73 |
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Policy
Return (S&P500) |
-9.45% |
-5.08% |
5.85% |
11.32% |
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16.44% |
10.79% |
12.25% |
13.87% |
24.40% |
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DAVIS, HAMILTON,
JACKSON TOTAL PORTFOLIO - STOCKS & CASH(Inc. 2/08/2000) |
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Return |
-8.23% |
2.81% |
5.67% |
8.55% |
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18.20% |
3.97% |
12.44% |
4.17% |
18.73% |
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Ranking (Br. Lg. Cap Growth
Conservative) |
5 |
19 |
51 |
77 |
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55 |
70 |
67 |
90 |
75 |
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Policy
Return (R1000G) |
-10.18% |
-0.75% |
6.33% |
9.96% |
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19.35% |
6.03% |
11.60% |
7.51% |
25.91% |
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EAGLE ASSET
MANAGEMENT TOTAL PORTFOLIO - STOCKS & CASH(Inc. 3/31/2003) |
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Return |
-9.00% |
-5.64% |
9.69% |
15.92% |
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22.24% |
9.79% |
20.95% |
21.50% |
n/a |
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Ranking (Broad Small Cap) |
35 |
20 |
15 |
40 |
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20 |
30 |
35 |
31 |
n/a |
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Policy
Return (R2000) |
-9.90% |
-13.00% |
5.06% |
14.90% |
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12.34% |
9.92% |
17.95% |
18.78% |
n/a |
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BUCKHEAD CAPITAL
PORTFOLIO - STOCKS & CASH(Inc. 12/31/2003) |
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(4 Years) |
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Return |
-6.97% |
-10.31% |
3.03% |
4.18% |
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13.09% |
11.63% |
11.29% |
n/a |
n/a |
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Ranking (Br. Lg. Cap Value
Core) |
1 |
83 |
94 |
96 |
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86 |
46 |
73 |
n/a |
n/a |
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Policy
Return (R1000V) |
-8.72% |
-9.99% |
6.01% |
7.76% |
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14.45% |
14.62% |
16.69% |
n/a |
n/a |
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Gold indicates
equal to or beat the index, or in upper 40% of universe |
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Red indicates
bottom 40% of universe |
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Page 13 |
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