Mike Kerley

Director of Asia Pacific Equities | Portfolio Manager
Mike Kerley | Janus Henderson Investors

Mike Kerley is Director of Asia Pacific Equities and 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 34 of financial industry experience.

Articles Written

Why caution on Hong Kong is paying dividends

Why caution on Hong Kong is paying dividends

Prudent investors will have been cautious on Hong Kong for some time, says Henderson Far East Income Fund Manager Mike Kerley; with Asia’s income growth coming from elsewhere. For anyone with an interest in the Asian growth story, the scenes in Hong Kong are very worrying. While no one could have foreseen the scale and

Healthy returns amid Hong Kong concern

Healthy returns amid Hong Kong concern

Henderson Far East Income Ltd. enjoyed a good financial year (ending 31 August), with Asian companies contributing attractive returns during the period, but the situation in Hong Kong is a genuine concern for investors in the region.

Master Investor podcast with Mike Kerley

Master Investor podcast with Mike Kerley

Mike Kerley, Fund Manager of Henderson Far East Income, explains his approach to investing for income in Asia-Pacific, including the ongoing ‘trade war’ between China and the US and some of the interesting themes in the region.

Well positioned as Trade War heats up

Well positioned as Trade War heats up

Mike Kerley, fund manager for Henderson Far East Income, offers his take on the current state of the US-China trade war and explains why the dispute shouldn’t worry shareholders of Henderson Far East Income. Mike also comments on how he and his team achieve such an impressive dividend yield and the latest activity within the trusts portfolio.

Asia Pacific (ex. Japan) Dividend Index

Asia Pacific (ex. Japan) Dividend Index

Henderson Far East Income Limited – Asis Pacific Dividend Index

Far East income: Trade war, China’s debt ‘crisis’ and a global slowdown?
Global Perspectives

Far East income: Trade war, China’s debt ‘crisis’ and a global slowdown?

​Mike Kerley, Fund Manager of Henderson Far East Income, explains why China might fair better than most in a global economic slowdown; and shares his thoughts on the Trust’s performance in 2018 and outlook for 2019​.

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We call this ethos Knowledge. Shared

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An Introduction to Henderson Far East Income Limited

An Introduction to Henderson Far East Income Limited

​Why consider Henderson Far East Income? Michael Kerley, Fund Manager, introduces his investment strategy and describes what makes the Trust unique.

Trust TV: Global Income Investing Webinar

Trust TV: Global Income Investing Webinar

Watch Fund Managers Ben Lofthouse and Mike Kerley answer investors’ questions during the first episode of Trust TV. Questions ranged from Trump’s foreign policy to India’s infrastructure and China’s changing business landscape, with a focus on global income opportunities.