Mark Grammer is vice-president, investments and the lead manager of Mackenzie Universal Global Future Fund.
Total assets: $240-million
Globe 5-Star Rating: Four
Top Five Holdings
Ericsson LM Telephone
Ibiden Company Limited
NGK Insulators Limited
Corning Inc. (GLW-NYSE)
Fibre-optics and glass for LCD screens are winning lines of business at Corning. Mr. Grammer likes this company for its exposure to the growing LCD TV panel business along with its niche interest in diesel particulate filters.
Reckitt Benckiser (RB-LN)
Mr. Grammer believes Reckitt Benckiser is one of the best players in the household care products market and that its management team is focused in the right areas.
Esprit (330 HK)
Hong Kong based clothing manufacturer Esprit is well-known in North America and Europe as a provider of women's fashion apparel. Mr. Grammer is looking for 20 per cent growth in the next three years.
Past Picks: Sept. 28, 2006
Then: $35.05 (U.S.) Now: $40.57, +15.7%
Sumitomo Trust & Banking Co. (8403 Japan)
Then: ¥1,224 Now: ¥ 849, -30.6%
Workbrain Corp. (WB-TSX) (last traded June 4/07)
Then: $9.55 Now: $12.50, +31%
Mr. Grammer believes that despite the short-term volatility in the market and sub-prime concerns in the United States, global growth remains as strong as it has been so far in this cycle.
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