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Hollywood Police
Officers' Pension Fund |
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Performance
Evaluation Summary |
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December 31, 2008 |
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Current |
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Quarter |
One Year |
Three Years |
Five Years |
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2008 |
2007 |
2006 |
2005 |
2004 |
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INVERNESS EQUITY
PORTFOLIO |
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Fiscal Year |
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Return |
-23.27% |
-36.58% |
-4.70% |
0.40% |
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-19.80% |
26.79% |
13.06% |
14.04% |
13.63% |
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Ranking (Br. Large Cap Core) |
85 |
18 |
1 |
2 |
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15 |
1 |
9 |
38 |
39 |
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Policy
Return (S&P500) |
-21.94% |
-37.00% |
-8.36% |
-2.19% |
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-21.98% |
16.44% |
10.79% |
12.25% |
13.87% |
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DAVIS, HAMILTON,
JACKSON TOTAL PORTFOLIO - STOCKS & CASH(Inception 2-08-2000) |
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Return * |
-23.43% |
-36.52% |
-8.87% |
-3.43% |
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-17.06% |
18.20% |
3.97% |
12.44% |
4.17% |
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Ranking (Br. Lg. Cap Growth) |
58 |
13 |
32 |
57 |
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10 |
55 |
70 |
67 |
90 |
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Policy
Return (R1000G) |
-22.79% |
-38.44% |
-9.11% |
-3.43% |
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-20.88% |
19.35% |
6.03% |
11.60% |
7.51% |
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EAGLE ASSET
MANAGEMENT TOTAL PORTFOLIO - SMALL CAP STOCKS & CASH(Inception 3-31-2003) |
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Return ** |
-22.88% |
-32.54% |
-4.11% |
2.80% |
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-13.78% |
22.24% |
9.79% |
20.95% |
21.50% |
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Ranking (Broad Small Cap) |
17 |
36 |
9 |
9 |
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23 |
20 |
30 |
35 |
31 |
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Policy
Return (R2000) |
-26.12% |
-33.79% |
-8.29% |
-0.93% |
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-14.48% |
12.34% |
9.92% |
17.95% |
18.78% |
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BUCKHEAD CAPITAL
PORTFOLIO - STOCKS & CASH(Inception 12-31-2003) |
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Return *** |
-19.01% |
-30.22% |
-7.66% |
-1.69% |
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-20.81% |
13.09% |
11.63% |
11.29% |
n/a |
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Ranking (Br. Lg. Cap Value
Core) |
1 |
1 |
20 |
34 |
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16 |
86 |
46 |
73 |
n/a |
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Policy
Return (R1000V) |
-22.18% |
-36.85% |
-8.32% |
-0.79% |
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-23.56% |
14.45% |
14.62% |
16.69% |
n/a |
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EAGLE ASSET
MANAGEMENT TOTAL PORTFOLIO - MID CAP STOCKS & CASH(Inception 12-31-2008) |
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Return ** |
-6.50% |
n/a |
n/a |
n/a |
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n/a |
n/a |
n/a |
n/a |
n/a |
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Ranking (Broad Small Cap) |
n/a |
n/a |
n/a |
n/a |
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n/a |
n/a |
n/a |
n/a |
n/a |
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Policy
Return (Russell MidCap) |
-22.55% |
n/a |
n/a |
n/a |
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n/a |
n/a |
n/a |
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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