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Gavin Baker

Founder, Managing Partner & Chief Investment Officer

Atreides Management, LP

Boston, MA, USA

Gavin Baker

Silberhorn Media Capital

Gavin Baker’s Biography

Gavin Baker is the Founder, Managing Partner and Chief Investment Officer of Atreides Management, LP. Atreides Management is a crossover fund that invests in high-growth technology and consumer companies across public and private markets with a long-term perspective.

Gavin has over two decades of experience in venture capital and public equities, over 16 years of experience as a portfolio manager and is a highly regarded investor in the technology, retail and consumer sectors. As Managing Partner and CIO, he oversees Atreides' investment and research activities and is responsible for the firm’s day-to-day portfolio management.

During the latter part of his 18-year tenure at Fidelity Investments, Gavin served as Portfolio Manager of the Fidelity OTC Portfolio. During this period, the $17 billion fund outperformed its competitors and won 6 Lipper awards, an honor given to funds that exhibit the highest standard of excellence for fund management. In 2014, Gavin was named Fund Manager of the Year by The Boston Globe in recognition of his success managing the Fidelity OTC Fund. Prior... Gavin Baker is the Founder, Managing Partner and Chief Investment Officer of Atreides Management, LP. Atreides Management is a crossover fund that invests in high-growth technology and consumer companies across public and private markets with a long-term perspective.

Gavin has over two decades of experience in venture capital and public equities, over 16 years of experience as a portfolio manager and is a highly regarded investor in the technology, retail and consumer sectors. As Managing Partner and CIO, he oversees Atreides' investment and research activities and is responsible for the firm’s day-to-day portfolio management.

During the latter part of his 18-year tenure at Fidelity Investments, Gavin served as Portfolio Manager of the Fidelity OTC Portfolio. During this period, the $17 billion fund outperformed its competitors and won 6 Lipper awards, an honor given to funds that exhibit the highest standard of excellence for fund management. In 2014, Gavin was named Fund Manager of the Year by The Boston Globe in recognition of his success managing the Fidelity OTC Fund. Prior to being at the helm of the OTC Portfolio, he was Portfolio Manager of the Fidelity Select Wireless Portfolio, the Fidelity Select Telecommunications Portfolio and the Fidelity Select Pharmaceuticals Portfolio.

Gavin invested in Roku, Nutanix, 23andME, Jet.com, AppNexus and Dataminr and acted as a Board Observer at each company. He was also instrumental in Fidelity's venture investments in Uber, SpaceX, Redfin and Twilio.

He serves as a Director on the board of Xsight Labs, a semiconductor company in Israel focused on cloud infrastructure. He is also a sought-after speaker, appears often on numerous investing and tech-focused podcasts, and has been featured in leading publications, such as the Wall Street Journal, New York Times and Business Insider.

An alumnus of Dartmouth College, Gavin holds a Bachelor of Arts in Economics and History. READ MORE VIEW LESS

Gavin Baker’s Newsfeed

Surging Nvidia Stock Keeps Drawing In More Believers

Atreides Management Founder Gavin Baker is quoted in this article as someone who recognized the value of Nvidia at an early stage and was surprised by its continued outperformance.

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Fortune

IPO market optimism, down rounds, and crypto: The biggest VC conversations last week

Gavin Baker believes we’re in for a huge number of companies taking down rounds. “Unless the Nasdaq keeps going up, when the pig works its way through the python and all these rounds get priced and eventually the structure gets washed out,” the number of down rounds “is gonna go to like 50% or 60%, maybe 70%,” he estimated.

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Gavin Baker’s Social Media

Gavin Baker’s Background

Atreides Management, LP

Founder, Managing Partner & Chief Investment Officer

Jan 2019 - Present

Boston, MA, USA

Atreides Management, LP is a hedge fund that aims to provide the long-term perspective of a private equity investor to consumer and technology companies across public and private markets.

Fidelity Investments

Portfolio Manager, Fidelity OTC Fund

Sep 1999 - Sep 2017

Boston, MA, USA

Fidelity Investments is a multinational financial services corporation offering financial planning, advisory, retirement plans, wealth management services as well as trading and brokerage services.

Gavin Baker’s Gallery

Board Positions

Xsight Labs

Board member

Kiryat Gat, IL

Xsight Labs is a fabless semiconductor business with its headquarters in Kiryat Gat, Israel.

Previous Board Positions

Nutanix

Board Observer

San Jose, CA, USA

Nutanix is a leader in cloud software and hyper-converged infrastructure. The company has created an enterprise cloud, defined by software, that can run any application at any scale.

Roku Inc.

Board Observer

Roku manufactures a range of hardware digital media players to provide access to streaming media content from various online services.

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Media

Exclusive Panel Discussion with Industry Titans: Antonio Gracias, Gavin Baker, & Bill Gurley

iConnections' Global Alts Panel Discussion

Feb 2024

Antonio Gracias, Founder, CEO, CIO, Valor Equity Partners; Gavin Baker, Managing Partner & CIO, Atreides Management, and Bill Gurley, Venture Capitalist, General Partner, Benchmark, share their insights and experiences in the world of tech, investment and innovation in this must-watch panel.

Rise of the Gigafirm: What will be the next trillion-dollar tech company?

FII Priority Discussion

Feb 2024

Atreides Management's Gavin Baker is in discussion alongside Antonio Gracias of Valor Equity Partners, identifying the characteristics of those tech companies, and founders, that indicate an ability to scale their business.

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Interviews

There is no script for the tech sector

Apr 2022

Stating that the stock markets are in 'uncharted territory', Gavin Baker discusses the changing environment among tech companies, notably how an inflationary environment affects the estimation of their earning power and the dynamics of competition among industry giants.

Gavin Baker – The Cyclone Under the Surface

Jan 2022

Gavin Baker offers his thoughts on the current state of growth equities, the disconnect between public and private markets, and the significant evolution of semiconductors.

Graham & Doddsville Fall 2021 Newsletter

Dec 2021

New York, NY, USA

Graham & Doddsville is the student-led investment publication of Columbia Business School (CBS). In the Fall 2021 edition, Gavin Baker discussed his path to investing, key mentors he has had in his life and career and, among other topics, significant developments in the tech sector.

The One Thing That Matters Is Inflation

Sep 2021

Gavin Baker discusses current inflation predictions and the impact rising inflation can have on financial markets. He also discusses how rising prices can impact the tech sector and new developments in the semiconductor industry.

Atreides’ Gavin Baker on the future of SPACs and how the retail investor is winning the year

Aug 2021

New York, NY, USA

Sharpe Angle invited Gavin Baker to speak about the success of Atreides Management in 2021, his thoughts on SPACs and much more.

Gavin Baker: Semiconducters Are the Closest Thing to Magic in the Modern World

Interview

Sep 2020

Gavin is interviewed by Christoph Gisiger about the exciting prospects for investors in the chip sector.

AI Tailwind For Semiconductors

Interview

Jul 2020

Gavin Baker joins Rob Koyfin, co-founder and CEO of Koyfin, on "Investing Wizards" to discuss public markets investing and other related topics. Gavin also shared his background and how he charted a path for himself to Fidelity and Atreides Management.

A Discussion on Investing with Columbia Student Investment Management Association

Interview

May 2020

In this interview with the Columbia Student Investment Management Association, Gavin discussed his philosophy on investing, some of his most important investments, and his career and background, among other topics. Gavin was honored to join the talk as two Columbia Business School professors, Michael Mauboussin and Bruce Greenwald, have been important influences on him as an investor.

Gavin Baker: Investing Through a Bear Market

Apr 2020

Gavin speaks to Colossus about the impact of COVID on the investment landscape. He explores the different stages of bear markets in this podcast and predicts which sectors might emerge as long-term winners after the pandemic.

Gavin Baker - Tech and Consumer Growth Investing

Nov 2019

Boston, MA, USA

Patrick O'Shaughnessy speaks to Gavin about trends in technology growth investing in this podcast.

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Features

Covid-19 Caused Chaos for Investors in 2020. These Hedge Funds Earned Billions

Dec 2020

New York, NY, USA

Gavin Baker and his company Atreides Management are featured in this article that looks at funds that have weathered the Covid-19 storm. Discussing his investments in Square Inc., the article discusses how Gavin, upon hearing good news on vaccine distribution, invested in retailers and travel companies that would benefit on the economy's reopening.

Gavin Baker: Stock Market Investing Strategy Tips for the Coronavirus Crash

Apr 2020

New York, NY, USA

Gavin divulges his strategy on investing in an uncertain environment and explains how his experience of bear markets has influenced his decision-making.

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Publications

Lessons From George Vanderhein, one of the greatest investors I have ever known.

Author

Dec 2020

Gavin shares some investment wisdom gained from investor, George Vanderheim, in this article.

Viruses, Recessions, Imagination and “the End of the Beginning.”

Author

Mar 2020

In the first weeks of the Covid-19 pandemic, Gavin Baker discusses what he sees on the horizon for economic policy, when America will begin to restart, and when the American public might see some semblance of 'normalcy'.

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Awards & Recognition

Boston Globe

Fund Manager of the Year

Dec 2014

Boston, MA, USA

Named Fund Manager of the Year for his work on the Fidelity OTC portfolio, which focused on large technology companies. Gavin's achievement was also recognized by articles in Barron’s, the New York Times, Investor’s Business Daily and the Wall Street Journal.

Speaking Engagements

Boston Investment Conference | Speakers | Gavin Baker

Speaker Profile

Nov 2023

Boston, MA, USA

View Gavin's Profile as Speaker at the Boston Investment Conference 2023 here.

This Week in Startups | Gavin Baker

Speaker

Jul 2023

Gavin Baker shares his views on the AI platform shift, upside vs downside, extinction risk, Nvidia outlook and more.

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Investments

WeWork

Venture Investor

New York, NY, USA

WeWork is a leading provider of office space and workspace solutions. It designs, builds, and provides flexible virtual and physical shared workspaces for entrepreneurs, start-ups, and companies.

Roku Inc.

Venture Investor

Roku manufactures a range of hardware digital media players to provide access to streaming media content from various online services. Roku also licenses its hardware and software to other companies.

Redfin

Venture Investor

Seattle, WA, USA

Redfin is a real estate firm based in Seattle, USA, with their business model based on sellers paying the company a small fee,to list their home.

Twilio

Venture Investor

San Francisco, CA, USA

As a cloud communications platform, Twilio enables software developers to send and receive, calls, texts and other communication functions via its web service APIs. Through Twilio customers on any channel can be connected to companies at any time.

Uber

Venture Investor

San Francisco, CA, USA

Uber is an American technology company offering driving services including ride-hailing, couriers, food delivery, package delivery, and freight transportation.

SpaceX

Venture Investor

Hawthorne, CA, USA

Founded in 2002 by Elon Musk, Space Explorations Technologies Corp, known as SpaceX, is an American manufacturer of aerospace equipment and a leading space transportations services company.

Cloudflare

Venture Investor

San Francisco, CA, USA

American website security and infrastructure company, Cloudflare, provides DDoS mitigation, internet security, content delivery network services and distributed domain name server services to its users.

Snapchat

Venture Investor

Ever since its founding in 2011, Snapchat has become a leader in multimedia messaging by utilizing a messaging system including images and videos that can be seen for a short amount of time before deletion. With millions of active user, Snapchat boasts a wide audience reach for a social media platform.

One Kings Lane

Venture Investor

New York, NY, USA

A leader in home decor, One Kings Lane owns and operates a furniture and home accessories sale website with millions of members. It was acquired by Bed Bath and Beyond in 2016.

Pinterest

Venture Investor

Pinterest is an American social media service with the primary function of image sharing. It allows users to save and share images, videos, and animated gifs to pinboards.

Turn

Venture Investor

Redwood City, CA, USA

Prior to its acquisition by Amobee, Turn delivered real-time insights to showcase the decisions made by advertising agencies and other enterprises. Turn was a leader audience planning and media execution by highlighting important analytics.

Bracket Computing

Venture Investor

Mountain View, CA, USA

Bracket Computing was a computer software company that sought to stop the spread of malware and malicious software without hindering the high-speed, self-service cloud technology.

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Gavin Baker’s Education

Dartmouth College

A.B. | History & Economics

1994 - 1999