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.

-
PX
Praxair - $76.77
- 0.00%
- $76.14
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.

-
JEC
Jacobs Engineerin - $44.88
- 0.00%
- $45.00
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.

-
EMR
Emerson Electric - $34.68
- 0.00%
- $33.96
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.

-
ADSK
Autodesk - $22.22
- -1.94%
- $22.56
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.

-
GLD
Spdr Gold Shares - $96.36
- 0.00%
- $96.19
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.

-
MCD
Mcdonald's Corp - $60.38
- +0.89%
- $59.57
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.

-
WAG
Walgreen Co. - $31.62
- 0.00%
- $30.98
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.

-
IBM
International Bus - $106.83
- 0.00%
- $107.51
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.
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