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? [7.60 vs. 8.47; 4.11
vs. 4.38]
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? [79th; 45th]
3.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 3-year
period? [7.60]
4.
Did the total return
equal or exceed the 8.5% target rate of return over the trailing 5-year
periods? [4.11]
BUCKHEAD LARGE CAP
EQUITY
1.
Did the equity
return, over the trailing 3-year and inception periods, exceed the S&P500
policy?[13.25 vs 11.22; 15.25 vs 13.08]
2.
Did the equity
return, over the trailing 3-year period, lie in the top 50th percentile of
the Br. Lg. Cap Value Core Equity Universe? [29th]
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?[10.14 vs 14.50;12.92 vs.
13.21]
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? [82nd]
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.
