Mike Kerley
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 38 years of financial industry experience.
Articles Written
Is Asia positioned for growth in 2023?
Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the key drivers of performance in 2022, China’s reopening, inflation and interest rate risk in the Asia Pacific region and highlights the dividend trends he expects to play out in 2023.
What will the year of the rabbit bring for China’s investors?
Sat Duhra, Portfolio Manager of Henderson Far East Income highlights what the Year of the Rabbit could bring for investors.
Henderson Far East Income Limited
In this AGM presentation, Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income Limited, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
Why Asia is the best place to find growing dividends
In this episode of Trust TV, we speak with Mike Kerley, Portfolio Manager of Henderson Far East Income, to discuss how he navigated the challenges of 2022, the reopening of China, how businesses are managing higher input costs, and the dividend outlook for the Asia Pacific region.
Cautious of continued volatility but value on offer
Recently commissioned research from Edison outlines why now is the time to consider Henderson Far East Income.
The vast difference in Asia’s companies 25 years on from its financial crisis
In the face of a strengthening US dollar as the US Federal Reserve (Fed) rapidly hikes interest rates, some have begun worrying about the stress this may create for emerging Asian economies and their businesses – reminiscent of the Asian Financial Crisis. Here, we discuss the evolution of the region, its governments, and businesses, and why the same risks don’t exist given how much has changed 25 years on.
Henderson Far East Income Limited – Q3 Commentary 2022
Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income Trust, deliver an update on the Company, highlighting factors currently impacting Asian markets, the key drivers of performance, and recent portfolio activity.
Asia: The structural growth story remains intact
Sat Duhra, Portfolio Manager of Henderson Far East Income, talks about the performance of Asian markets year-to-date, areas where he is finding opportunities, sentiment around China, and the impact of inflation on businesses. Sat also touches on the dividend trends in the region.
Three reasons to invest in Asia and Henderson Far East Income
As global profits and dividends have rebounded strongly following the pandemic induced slump, the Asia Pacific region again has been quite resilient. With the dividend culture maturing in the region, dividends look set for a record-breaking year. Here, we find out why Henderson Far East Income Ltd is well placed to capture pay-outs and look at three reasons why investors should consider to be looking to the East for opportunities.
Dividends in Asia remain attractive
Sat Duhra, Portfolio Manager of Henderson Far East Income talks about the Trust’s performance year-to-date, areas where he is finding opportunities, and looks at the risks emanating from China. Sat also looks at how Asian countries are approaching decarbonisation.
Henderson Far East Income Limited
Portfolio Managers of Henderson Far East Income Limited, Mike Kerley and Sat Duhra, deliver the 2022 Annual General Meeting presentation to shareholders. They cover the Trust’s performance over the last financial year, highlight factors impacting Asian markets, and outline portfolio activity over the period.
Henderson Far East Income Fund Manager Commentary – July 2022
Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income provide an update on the Trust, highlighting factors currently impacting Asian markets, the key drivers of performance in July, and outline recent portfolio activity.