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 35 years of financial industry experience.

Articles Written

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.

Fund Manager June Update – Henderson Far East Income

Fund Manager June Update – Henderson Far East Income

Mike Kerley, Fund Manager for the Henderson Far East Income, provides his thoughts on the Asian market, recent portfolio activity and highlights the announcement of the rise in third interim dividend for the Trust.

Henderson Far East Income Asia Pacific Dividend Index

Henderson Far East Income Asia Pacific Dividend Index

The latest edition of the Henderson Far East Income Dividend Index is the third annual report tracking the trends in dividends paid by companies listed across the Asia Pacific region.

Where to find income in China?

Where to find income in China?

Mike Kerley, Fund Manager of Henderson Far East Income, delivers an update on the Trust and why he believes the Chinese economy “is back to expansion” having been through the worst of the COVID-19 storm.

Coronavirus: how sustainable are dividends in Asia?

Coronavirus: how sustainable are dividends in Asia?

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.

Trust TV with Mike Kerley

Trust TV with Mike Kerley

Watch Mike Kerley, Fund Manager of Henderson Far East Income, answer questions from private investors in the latest episode of Trust TV

Maintaining stability in turbulent times

Maintaining stability in turbulent times

In this latest episode of Trust TV Mike Kerley, Fund Manager of Henderson Far East Income, discusses the impact of COVID-19 on the Trust and the Asian markets in general.

COVID-19: cautiously optimistic on Asian equities from an income perspective

COVID-19: cautiously optimistic on Asian equities from an income perspective

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

Trust TV: What would you ask a professional investor?

Trust TV: What would you ask a professional investor?

What would you ask a professional investor? Register for the next episode of Trust TV to have your questions answered by two of Janus Henderson’s investment trust portfolio managers.

Henderson Far East Income AGM

Henderson Far East Income AGM

Watch Mike Kerley and Sat Duhra, Co-Fund Managers of Henderson Far East Income, present on how the Trust has performed over the last financial year and their outlook for the coming months.

2020 outlook: Asia still attractive for income

2020 outlook: Asia still attractive for income

Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.

Has 5G been overlooked by markets?

Has 5G been overlooked by markets?

With the next generation of mobile networks on the horizon, some investors may have overlooked the technology’s potential to influence other areas of business and technology