Shadowing a fund manager at CES
More than 140,000 people descended (or will descend) on Las Vegas this week to kick the tires on a new wave of consumer electronics gadgets. Of those, a relatively small contingent (estimared? 3,500) are portfolio managers and other financial professionals earnestly seeking to place informed bets on the Next Big Thing.
We tagged along as Hampton Adams, head of research and a portfolio manager at Pasadena, California-based Gamble Jones Investment Counsel, hiked around a CES showfloor spanning 30 football fields in a pair of comfortable loafers, taking a first-hand peek at the technology industry’s latest offerings.
Inevitably, Apple always features high on Adams’ agenda even though the consumer electronics trendsetter isn’t even officially there. He wants to see what might be gleaned about Apple from its competitors.
Here’s a photo log of some of the highlights of our nine-hour odyssey. We’ll publish more details of his discoveries on Reuters.com.