Did the total return,
over the trailing 3- and 5-year periods, exceed the policy, which is
comprised of 50% S&P500, 40% LBAB & 10% R2000V? [6.63 vs. 8.29; 5.49
vs. 6.64]
2.
Did the total return,
lie in the top 50th percentile of the 50% Br.Lg.Cap Core, 10% Br.Sm.Cap Value
Core, 40% Br.Fixed Universe, over 3- and 5-year periods? [87th; 80th]
3.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 3-year
period? [6.63]
4.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 5-year
periods? [5.49]
BUCKHEAD LARGE CAP
EQUITY
1.
Did the equity
return, over the trailing 3-year and inception periods, exceed the S&P500
policy?[10.44 vs 10.44; 16.13 vs 14.74]
2.
Did the equity
return, over the trailing 4-year period, lie in the top 50th percentile of
the Br. Lg. Cap Value Core Equity Universe? [37th]
3.
Is the amount
invested in any one issuing company less than or equal to 5% of the Manager's
total fund?
4.
Is the aggregate
investment in any one company less than or equal to 5% of the outstanding
shares of the company?
BUCKHEAD SMALL CAP
EQUITY
1.
Did the equity
return, over the trailing 2-year and inception periods, exceed the
R2000V?[9.39 vs 13.71;13.41 vs.
15.27]
2.
Did the equity
return, over the trailing 2-year period, lie in the top 50th percentile of
the Broad Small Cap Value Core Universe? [88th]
3.
Is the amount
invested in any one issuing company less than 5% of the Manager's total fund?
ASSET CONSULTING GROUP,
INC.
Formerly a division of
Gabriel, Roeder, Smith, & Co.
