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.