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

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.

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.

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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

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

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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.