Three high-quality diverse stocks set for long-term growth

Professional investor James Spence of the TM Cerno Global Leaders fund picks three quite different businesses that he thinks will grow next year as we emerge from the pandemic.

The TM Cerno Global Leaders fund invests in a diverse array of global businesses that the managers believe will occupy leadership positions in their sectors for the next ten years or more.

The portfolio has very little overlap with other quality equity strategies. Below is a selection of three quite different businesses that we believe are poised for growth as we emerge from the pandemic next year.

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James Spence is managing partner at Cerno Capital.