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
  • $83.10
  • +0.39%
  • $82.54

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: MDGNWSCOPDEOGZPY.PKPBRPH

TheStreet.com Rating: B What is this?

  • +
  • JEC
    Jacobs Engineerng
  • $36.61
  • +1.75%
  • $36.06

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: B- What is this?

  • +
  • EMR
    Emerson Elec Co
  • $42.32
  • +0.17%
  • $42.23

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: COPFASTCHTRDODGXHWMIXIDWKLMNVX

TheStreet.com Rating: B What is this?

  • +
  • ADSK
    Autodesk
  • $24.03
  • +0.63%
  • $23.88

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
  • $116.62
  • +1.65%
  • $115.69

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: ANVAYEAZOBBYBPZCOHCTRN

TheStreet.com Rating: No Rating What is this?

  • +
  • MCD
    Mcdonalds Cp
  • $64.45
  • +0.36%
  • $64.41

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
  • $39.23
  • -0.43%
  • $39.37

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: AEEDREFNMIXFRESXPCLTWMMVY.PK

TheStreet.com Rating: B What is this?

  • +
  • IBM
    Intl Business Mac
  • $127.28
  • -0.51%
  • $127.88

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: B+ What is this?

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