For individual investors 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 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.

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.

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. He outlines his reasons for taking a positive view on dividend sustainability in Asia, and summarises portfolio positioning amid the coronavirus uncertainty.

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.