We are focused on one prudent strategy for our clients:
Invest in highly selective companies possessing
excess cash generation, high quality management
and sustainable growth potential.
We call these CASH COWS
CASH COWS can potentially reward investors:
- Pay hefty dividends to investors.
- Repurchase their own shares, boosting EPS.
- Fund capital projects/acquire strategic assets to grow.
- Pay down debt to avoid higher interest expenses.
- Strengthen balance sheets to withstand economic downturn.
80%+
of CMC’s CASH COW holdings pay dividends.
≈60%
repurchase a material amount of their own shares.
CASH COW
Investment Process
CASH COW Strategies
CMC offers eight CASH COW model portfolios designed for client-specific financial goals,
timeline and risk tolerance. Each consists of a highly concentrated and diversified portfolio of
the firm’s approved CASH COW stocks across multiple industries.
Growth
(Long-Term Capital Appreciation)
All-Cap Growth
Weight CASH COWS based on earnings growth and total return potential.
Alpha
Twelve highest ranking CASH COWS based on CMC propriety quantitative rankings.
Focus Growth
Highest ranked CASH COWS by the investment committee based on valuation upside.
SMID
Small-to-Mid Cap CASH COWS under $10B capitalization.
Income
(Compounding Dividend Growth)
Growth & Income
Weight CASH COWS that pay dividends based on dividend yield and expected total return.
Balanced Growth & Income
Further reduce volatility with laddered bonds and bond funds.
Dividend Appreciation
Weight CASH COWS that pay dividends based on anticipated dividend growth.
Balanced Dividend Appreciation
Further reduce volatility with laddered bonds and bond funds.
Managed Funds Program (MFP)
Actively managed, dynamically weighted model of select equity and fixed income mutual funds and/or ETFs:
Small-to-mid capitalization, Value, Growth, Dividend Appreciation, Global and duration management of
bond funds and/or bonds.
Low fee and stable, MFP-Balanced and MFP-Equity are rebalanced quarterly to asset allocation goals and
market trends. Balancing is designed to sell overbought areas and add to overlooked areas.
Managed Funds Program (MFP)
Actively managed, dynamically weighted model of select equity and fixed income mutual funds and/or ETFs:
Small-to-mid capitalization; Value; Growth; Dividend Appreciation; Global; and duration management of bond funds and/or bonds.
Low fee and stable, MFP-Balanced & MFP-Equity are rebalanced quarterly to asset allocation goals and
market trends. Balancing is designed to sell overbought areas and add to overlooked areas.
MFP-Balanced Fact Sheet
Actively managed, dynamically weighted model of select equity and fixed income mutual funds and/or ETFs.
MFP-Equity Fact Sheet
60 years of outstanding customer service and history of success.