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John Whelan

Portfolio Manager. Co-Portfolio Manager Equities.

CFA® charterholder / Masters (Bus) / Bachelor (Bus and Finance)

John joined PM Capital in 2009 as a Credit Analyst and was subsequently appointed Back-Up Portfolio Manager of the PM Capital Enhanced Yield Fund in 2011.

In addition to credit analysis, he began covering equities in 2012 and currently has primary responsibility for the financial, industrial and real estate sectors globally.

He became Co-Portfolio Manager of the PM Capital Australian Companies Fund in 2020 and in 2021 became Co-Portfolio Manager of the PM Capital Global Companies Fund.

Prior to joining PM Capital, John held various roles in treasury and investment banking with a focus on global debt capital markets.

John is a CFA® Charterholder and holds a Masters of Business from the Michael Smurfit Graduate School of Business, University College Dublin and a Bachelor of Business and Finance from Dublin City University.