Mike Kerley
Mike Kerley is a Portfolio Manager on the Asia ex Japan Equity Team at Janus Henderson Investors. He has managed Pacific equities since joining Henderson in 2004 and managed investment trusts since 2007. 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
Henderson Far East Income Limited: Full-Year Results 2023
Portfolio Manager, Sat Duhra, discusses the full-year results for Henderson Far East Income Limited (HFEL) including performance over the course of the year, changes to the portfolio and his outlook for Asian markets in the year ahead.
‘Revenge travel’ could be the passport to success for Samsonite
After the Covid-19 pandemic locked-up much of the world’s population, demand for travel is soaring. One company, identified by the managers of Henderson Far East Income Limited, that has benefited from this trend is Samsonite, thanks to savvy brand deals and an attractive balance sheet.
Henderson Far East Income Trust – looking East for earnings
Finding stable income has become harder than ever as higher interest rates, inflation and recession risks continue to haunt European and US markets. As such, the managers of Henderson Far East Income believe investors should look to the East for a reliable and sustainable income.
Henderson Far East Income: Half-year results 2023
Portfolio Manager, Mike Kerley discusses the half-year results for Henderson Far East Income, including the key drivers of performance, the implications of China’s reopening, US-China tensions, and the outlook for Asian dividends.
Tapping into China’s growing sportswear market
As China’s sportswear market skyrockets, Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income, have seized this golden opportunity by investing in two of China’s sportswear frontrunners, Li Ning and Anta.
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.