Jun 1, 2026 – 5.00amJohn Whelan doesn’t mind sitting outside the pack. In fact, he prefers it. So when the rest of the investment community rushes towards the latest market darling, he slips out the back door to rummage through the bargain bin.As a veteran portfolio manager of PM Capital’s $4 billion Global Companies Fund, his strategy is resolutely contrarian: he buys what the market hates and sells what it loves.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles