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Fort Walton Beach Council agenda — 05-26-09 regular — reading text
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0. 9494 0.0. 79
0. 7979 95.95. 13
95. 1313 1.1.1. 07
0707 All ance Bernstein: Bernstein D/( S &) 18. 06 10. 52 0. 89 1. 50 96. 08 1. 53
Russell 3) 00 Value 15.15. 60
15. 6060 18.18. 19
18. 1919 1.1. 00
1. 0000 0.0. 00
0. 0000 100.100. 0000 1.1.1. 05
0505 Russell3000Value 22. 46 11. 63 1. 00 0. 00 100. 00 1. 76
CreatedCreated withwith ZephyrZephyr StyleADVStyleADV ISOR.ISOR. ManagerManager returnsreturns suppliedsupplied byby eVestment eVestment AllianceAlliance
Fort Walton Beach General Employees' Pension Fund
Zephyr StyleADVISOR: The Bogdaln Group
Upside vs. Dow inside Capture Upside vs. Downside Capture
Late Mutually -Exclusive Timef came: 3 Years Ended March 2009 EarlyMutually- Exclusive Timeframe: 3 Years Ended March 2006
1
15 Q O
1
0
10 0
v
N N
CL 1 05 CI_
E
D
1 00
95
60 70 80 90 100 air
151
Downside % Downside°/
Single Computation Single Completion
Upside vs. Downside Capture
6 Years Ended March 3109
10
O
1 0505
0
0000
N
2
D 95
9090
8585
60 70 80 90 100
Downside%
Single Computation
Anchor Capital: All Cap Value O Westwood: AIICap Value AllianceBernstein: Bernstein DV ( S& P) Russdl 3000 Value
Created with Zephyr StyleADVISOR. Manager returns supplied by eVestment Alliance
Fort Walton Beach General Employees' Pension Fund
Zephyr StyleADVISOR: The Bogdatn Group
Multi Statistic Graph Multi Statistic Graph
Batting Up Capture Down Capture Maximum ExcessReturn Information Treynor
Average Ratio Ratio Drawdown vs. Market Ratio Ratio
Anchor Capital: All Cap Value Westwood: AI ICap Value
AI IianceBernstein: Bernstein DV ( S &P) Russell 3000 Value
Multi- statistics Summary Table: 6 Years Ended March 2009
Batting of Up Up Capture of Down Down Capture Maximum Excess Return Information Treynor
Average Periods Ratio Periods Ratio Drawdown vs. Market Ratio Ratio
Anchor Capital: All Cap Value 58.33% 19 95. 64% 5 58.32% 33.61% 5. 10% 0. 78 5. 42
Westwood: AIICap Value 62.50% 19 109. 160/6 5 76. 18% 42.85% 4. 49% 0. 86 3.93
AllianceBernstein: Bernstein DV ( S&P) 33.33% 15 86. 14% 9 100.04% 50.31% 1. 73% 0.51 3. 04
Russell 3000 Value 0. 000/0 16 100. 001/0 8 100.00% 50.59% 0. 00% 0. 00 1. 05
atat
CreatedCreated withwith ZephyrZephyr StyleADVISOR.StyleADVISOR. ManagerManager returnsreturns suppliedsupplied byby eVestmenteVestment AllianceAlliance
Fort Walton Beach General Employees' Pension Fund'
Zephyr StyleADVISOR: The Bogdahn Group
Trailing Performance: Return through March 2009
I quarter 1 year 2 years 3 years 4 years 5 years 6 years
50 %Aletheia Growth, 50 %Anchor ACV 0 50 %Aletheia Growth, 50 %Westwood ACV
50 %Aletheia Growth, 50 %AB DiversI. Value Russell 3000
Trailing Performance: Return through March 2009
1 quarter 1 year 2 years 3 years 4 years 5 years 6 years
50 %Aletheia Growth, 50° /.Anchor ACV 8. 13% 36. 19% 18. 36% 9. 35% 1. 16% 2. 14% 9. 39%
50 %AletheiaGrowth, 50 %WestwoodACV 9.47% 40. 01% 21. 34% 11. 18% 2.23% 2. 01% 9. 00%
50 %Aletheia Growth, 500/. AB Diversi. Value 9. 89% 42.51% 24.37% 13. 86% 5. 24% 1. 70% 5. 84%
Russd13000 10. 80% 38.20% 23. 81% 13. 55% 7. 31% 4.59% 1. 49%
CreatedCreated withwith ZephyrZephyr StyleADV StyleADV ISOR.ISOR. ManagerManager returnsreturns suppliedsupplied byby eVestment eVestment AllianceAlliance
Fort Walton Beach General Em s' Pension Fund
1 year 2 years 3 years 4 years 5 year. 6 years
O 500/. Aletheia Growth, 50 %Anchor ACV 50 0/. Aletheia Growth, 50 %Westwood PCV O 50 %Aletheia Growth, 50 %AB Diversif. Value