TODAY, THE TOP HOLDING IN her $150 million fund is Connecticut-based Praxair (PX), an industrial-gases company with big exposure to key emerging economies like China, India and Brazil.

Also reflecting Bramwell's global growth play are holdings of Jacobs Engineering Group (JEC), a provider of professional, technical and construction services; Emerson Electric (EMR), a specialist in engineering services, and Autodesk (ADSK), a maker of design software for engineers.

Also reflecting Bramwell's global growth play are holdings of Jacobs Engineering Group (JEC), a provider of professional, technical and construction services; Emerson Electric (EMR), a specialist in engineering services, and Autodesk (ADSK), a maker of design software for engineers.

Also reflecting Bramwell's global growth play are holdings of Jacobs Engineering Group (JEC), a provider of professional, technical and construction services; Emerson Electric (EMR), a specialist in engineering services, and Autodesk (ADSK), a maker of design software for engineers.

The top holding in the Growth Leaders Fund is SPDR Gold Trust (GLD), an exchange-traded fund that tracks bullion prices. Bramwell calls it "an insurance policy against a weakening dollar" and hedge against U.S. inflation.

Her main U.S. consumer holdings, McDonald's (MCD) and Walgreen (WAG), tend to do well when disposable incomes are under pressure; McDonald's, she notes, has the added benefit of a strong overseas presence.

Her main U.S. consumer holdings, McDonald's (MCD) and Walgreen (WAG), tend to do well when disposable incomes are under pressure; McDonald's, she notes, has the added benefit of a strong overseas presence.

Bramwell also likes IBM (IBM) and its exposure to fast-growing overseas economies, and Kansas City Southern (KSU) railroad as a play on growing international trade. Peabody Energy (BTU) should benefit from growing demand for coal, she says.