Barron's Interview Elizabeth Bramwell
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Date updated:09-13-2008

Talking With Elizabeth R. Bramwell, Senior Vice President, Manager Sentinel Capital Growth Fund. Bramwell's Sentinel Capital Growth Fund's (ticker: BRGRX) 15.6% loss this year through Sept. 11 actually puts it within the top half of its large growth-fund peers, according to fund researcher Morningstar.

symbol name last price % change open
  • +
  • PX
    Praxair Inc
  • $66.41
  • +3.98%
  • $64.75

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.

People owning PX also tend to own: MDGNWSCOPDEPBRPHRIO

TheStreet.com Rating: B- What is this?

  • +
  • JEC
    Jacobs Engineerng
  • $54.02
  • +5.78%
  • $52.03

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.

People owning JEC also tend to own: AKAMCMGFCXGOOGRIGTJXCHL

TheStreet.com Rating: C What is this?

  • +
  • EMR
    Emerson Elec Co
  • $39.10
  • +4.80%
  • $37.64

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.

People owning EMR also tend to own: COPFASTAIGBACBMYDBVDEO

TheStreet.com Rating: C What is this?

  • +
  • ADSK
    Autodesk
  • $20.85
  • -0.14%
  • $21.11

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.

People owning ADSK also tend to own: GYIVPMAXINTUSINASIRFSTPXING

TheStreet.com Rating: C What is this?

  • +
  • GLD
    Spdr Gold Shares
  • $85.13
  • +0.77%
  • $83.37

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.

People owning GLD also tend to own: AAPLBABENBMYCOSTGOOGIAAC

TheStreet.com Rating: No Rating What is this?

  • +
  • MCD
    Mcdonalds Cp
  • $62.14
  • -2.23%
  • $63.99

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.

People owning MCD also tend to own: DENNDRTEHNZIASGJRCCNOOFPBY

TheStreet.com Rating: A- What is this?

  • +
  • WAG
    Walgreen Co
  • $26.71
  • -0.48%
  • $26.76

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.

People owning WAG also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: C What is this?

  • +
  • IBM
    Intl Business Mac
  • $89.23
  • +2.78%
  • $87.11

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.

People owning IBM also tend to own: AAPLAMDCSCODELLGOOGINTCMSFT

TheStreet.com Rating: C+ What is this?

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