Kenneth Heebner, whose CGM Focus fund has lagged in 2008 and 2009 but remains far ahead of the market for the long term, says that investors shouldn’t worry about a double-dip recession, and that they have the wind at their backs heading into 2010.

“What you have here is a situation where you have low inflation, and an opportunity for the global economy to grow for several years,” Heebner told CNBC. “So if you own stocks, the wind’s at your back.” An area he’s particularly high on: commodities — especially metallurgical coal and copper.