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| Hollywood Police
Officers' Pension Fund |
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| Compliance Report |
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| December 31, 2009 |
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YES |
NO |
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| TOTAL FUND RETURNS |
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| 1. |
Did the total 3-year
return exceed the policy, which is comprised of 24% S&P500, 10% R1000G,
7% R1000V, 4% R2000, 5% S&P Mid. 400, 23% BCIGC, 23% BCGC and 4% T-Bill?
[1.17 vs. -0.01] |
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| 2. |
Did the total 5-year
return exceed the policy, which is comprised of 24% S&P500, 10% R1000G,
7% R1000V, 4% R2000, 5% S&P Mid. 400, 23% BCIGC, 23% BCGC and 4% T-Bill?
[3.51 vs. 2.71] |
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| COMBINED EQUITY |
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| 1. |
Is the amount
invested in all issuing companies less than 5% of the Fund's total market
value? |
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| 2. |
Is the aggregate
investment in all companies less than 5% of the outstanding stock of the
company? |
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| 3. |
Is the amount
invested in foreign securities less than or equal to 10% of the Fund's total
assets? |
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| INDIVIDUAL EQUITY |
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| Inverness |
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| 1. |
Did the equity return
equal or exceed the S&P500 over the trailing 3-year period?
[-2.71 vs. -5.63] |
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| 2. |
Did the equity return
equal or exceed the S&P500 over the trailing 5-year period? [2.97
vs. 0.42] |
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| 3. |
Is Inverness'
trailing 5-year standard deviation below the standard deviation of the
S&P500? [16.03
vs. 15.91] |
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| 4. |
Did the 3-year equity
return rank in the top 50% of the Mobius Broad Large Cap Core Universe? [16th] |
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Page 3 |
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| INDIVIDUAL EQUITY
(continued) |
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| 5. |
Did the 5-year equity
return rank in the top 50% of the Mobius Broad Large Cap Core Universe? [8th] |
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| 6. |
Did the equity return
rank in the top 75% of the Mobius Broad Large Cap Core Universe for one of
the last 2 quarters or for the last year? [this quarter: 72nd] |
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| 7. |
Did Inverness' equity
performance fall outside the southeast quadrant of the risk/return
scattergram over the 3-year period? |
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| 8. |
Did Inverness' equity
performance fall outside the southeast quadrant of the risk/return
scattergram over the 5-year period? |
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| 9. |
Has Inverness'
trailing 3-year equity return outperformed its index for at least 1 of the
last 4 quarters? [-2.71 vs. -5.63; -2.81 vs. -5.43; -5.46 vs. -8.22. -9.72
vs. -13.06] |
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| 10. |
Has Inverness'
trailing 5-year equity return outperformed its index for at least 1 of the
last 4 quarters? [2.97 vs. 0.42; 3.43
vs. 1.02; 0.21 vs. -2.24, -1.75 vs. -4.76] |
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| 11. |
Has Inverness' equity
annualized alpha been positive for the last 3 years? [3.03] |
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| Davis
Hamilton Jackson |
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| 1. |
Did the equity return
equal or exceed its R1000G index during the trailing 3-year period? [-0.92 vs. -1.89] |
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| 2. |
Did the equity return
equal or exceed its R1000G index during the trailing 5-year period? [1.08 vs.
1.63] |
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| 3. |
Is DHJ trailing
5-year standard deviation below the standard deviation of its R1000G
index?
[15.09 vs. 16.17] |
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| 4. |
Does the 3-year
equity return rank in the top 50% of the Mobius Broad Large Cap Growth
Conservative Universe? [20th] |
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Page 4 |
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| INDIVIDUAL EQUITY
(continued) |
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| 5. |
Did the equity return
rank in the top 75% of the Mobius Broad Large Cap Growth Universe for one of
the last 2 quarters or for the last year? [1-Year: 53rd] |
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| 6. |
Has DHJ equity
performance fallen outside the southeast quadrant of the risk/return
scattergram over the 3-year period? |
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| 7. |
Has DHJ quarterly
equity return outperformed its index for at least 1 of the last 4
quarters?
[7.70 vs. 7.94; 12.14 vs. 13.97; 13.89 vs. 16.32, -3.07 vs. -4.12] |
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| 8. |
Has DHJ equity
annualized alpha been positive for the last 3 years? [0.73] |
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| Eagle
Asset Management-R2000 |
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| 1. |
Did the equity return
equal or exceed its R2000 index during the trailing 3-year period? [-3.60 vs. -6.06] |
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| 2. |
Did the equity return
equal or exceed its R2000 index during the trailing 5-year period? [2.73 vs. 0.51] |
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| 3. |
Is Eagle's trailing
3-year standard deviation below the standard deviation of its R2000
index?
[21.04 vs. 24.83] |
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| 4. |
Does the 5-year
equity return rank in the top 50% of the Mobius Broad Small Cap
Universe? [28th] |
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| 5. |
Did the equity return
rank in the top 75% of the Mobius Broad Small Cap Universe for one of the
last 2 quarters or for the last year? [Qtr: 70th] |
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| 6. |
Has Eagle's equity
performance fallen outside the southeast quadrant of the risk/return
scattergram over the 3-year period? |
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| 7. |
Has Eagle's quarterly
equity return outperformed its index for at least 1 of the last 4
quarters? [3.99 vs.
3.87; 15.67 vs. 19.28; 13.29 vs. 20.69, -11.17 vs. -14.95] |
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| 8. |
Has Eagle's equity
annualized alpha been positive for the last 3 years? [1.18] |
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| Eagle
Asset Management-S&P400 |
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| 1. |
Did the equity return
equal or exceed its S&P400 index during the trailing 1-year period? [32.22 vs. 37.40] |
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| 2. |
Did the equity return
equal or exceed its S&P400 index during the trailing Inception
period?
[32.22 vs. 37.40] |
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| 3. |
Is Eagle's trailing
1-year standard deviation below the standard deviation of its S&P400
index?
[18.65 vs. 23.66] |
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| 4. |
Does the 1-year
equity return rank in the top 50% of the Mobius Universe? [31st] |
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| 5. |
Did the equity return
rank in the top 75% of the Mobius Universe for one of the last 2 quarters or
for the last year? [Qtr: 2nd] |
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| 6. |
Has Eagle's equity
performance fallen outside the southeast quadrant of the risk/return
scattergram over the Inception period? |
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| 7. |
Has Eagle's quarterly
equity return outperformed its index for at least 1 of the last 4
quarters? [6.83 vs.
5.56] |
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| 8. |
Has Eagle's equity
annualized alpha been positive for the last 3 years? [2.87] |
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