For financial professionals in the UK

Mike Kerley

Portfolio Manager
Mike Kerley | Janus Henderson Investors

Mike Kerley is a Portfolio Manager at Janus Henderson Investors. He has managed Pacific equities since joining Henderson in 2004 and managed investment trusts since 2007. Additionally, Mike is co-manager of the Janus Henderson Asian Dividend Income strategy. Previously, he was with ISIS Asset Management as director of Pacific Basin equities. Prior to this, he worked in the operations department at Invesco Asset Management and later assumed the positions of trainee fund manager for Asian equities, fund manager for global equities, and fund manager for emerging market equities.

Mike attended the London Business School, where he studied investment management. He has managed money in the Asia-Pacific region since 1993 and has 36 years of financial industry experience.

Articles Written

Trust TV: Opportunities in the Far East

Trust TV: Opportunities in the Far East

Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the Trust’s recent performance, areas where he is finding opportunities, the recent regulatory clampdown in China, his approach to ESG, and provides his outlook for dividends in the region.

What is the Far East?

What is the Far East?

Asia is increasingly becoming a powerhouse. Home to three of the largest five economies in the world, and more than half the world’s population, the region is set for major disruption. In this video, we highlight the rise of Asian economies and explore how population, technology, and urbanisation are driving growth in the ‘Far East’.

What is going on in China?

What is going on in China?

The recent regulatory clampdown in China has resulted in massive selloffs in some of the country’s biggest stocks, leading some investors to question whether it is worth investing in the region. In this article, Mike Kerley, Fund Manager of Henderson Far East Income, discusses the recent regulatory clampdown – highlighting the key drivers behind some of the regulation, its impact on the trust and where the opportunities lie going forward.

The Global Story for Profit and Income: How Asia Pacific beat the world

The Global Story for Profit and Income: How Asia Pacific beat the world

The latest edition of the Henderson Far East Income Dividend Index has enhanced its analysis with the inclusion of research on profits and dividends globally – highlighting how Asia is increasingly becoming a powerhouse.

Trust Radio Episode 3 – is all good investing value investing?

Trust Radio Episode 3 – is all good investing value investing?

In this episode, Laura is joined by Mike Kerley, fund manager of Henderson Far East Income, as they explore the theme of value investing.

Asia is the place to look for dividends

Asia is the place to look for dividends

Mike Kerley, Co-Fund Manager of Henderson Far East Income Trust, discusses the Trusts recent performance and which areas of the portfolio are specifically driving this performance.

Henderson Far East Income – Fund Manager AGM presentation

Henderson Far East Income – Fund Manager AGM presentation

Watch Mike Kerley, Co-Fund Manager of Henderson Far East Income, present on the Trusts’ performance over the last financial year and his outlook for the coming months.

Trust TV Highlights with Mike Kerley – opportunities for the income-seeking investor

Trust TV Highlights with Mike Kerley – opportunities for the income-seeking investor

In this latest episode of Trust TV, Mike Kerley – manager of the Henderson Far East Income Trust, discusses how the trust is confronting the serious challenges brought on by the market turbulence of 2020.

Trust TV: Home and abroad – opportunities for the income-seeking investor

Trust TV: Home and abroad – opportunities for the income-seeking investor

Watch David Smith, fund manager of the UK-focused Henderson High Income Trust, and Mike Kerley, fund manager of the Henderson Far East Income Trust, as they discuss macro-economics, portfolio themes and their thoughts on wider issues their currently confronting in these challenging times.

Income-hunting – a focus on Asia

Income-hunting – a focus on Asia

Whilst the impact of the coronavirus has been ubiquitous, not all regions have endured the pain at the same level of intensity. What is Henderson Far East Income’s outlook for dividends in the Asia Pacific region?

Henderson Far East Income – an attractive yield for the income-seeking investor

Henderson Far East Income – an attractive yield for the income-seeking investor

Despite the impact of COVID-19, Henderson Far East Income seeks to capitalise on the compelling outlook of dividends in the Asia Pacific region.

Asia for dividends: comparatively resilient

Asia for dividends: comparatively resilient

In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.