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 boards of Aria Networks and Xsight Labs, a semiconductor company in Israel focused on cloud infrastructure. He is 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 MOREVIEW LESS
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 is a multinational financial services corporation offering financial planning, advisory, retirement plans, wealth management services as well as trading and brokerage services.
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.
Dataminr is considered a world-leading AI businesses providing clients with real-time information about events and emerging risks allowing for prompt mitigation and management of crises.
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.
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.
“Covid pulled the world into 2030,” said Gavin Baker who also discussed investors becoming increasingly tolerant of profit-negative companies, explaining that it could be from the acceleration of technology adoption, from e-commerce to telehealth during the Covid-19 pandemic.
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 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 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.
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.
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.
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 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 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 divulges his strategy on investing in an uncertain environment and explains how his experience of bear markets has influenced his decision-making.
Gavin Baker was featured by the Wall Street Journal for his work as a portfolio manager at Fidelity Investments. Notably, the article discussed early investments he made in some high-profile companies, such as Snap Inc., Uber and Honest Co., and quoted Gavin as saying he makes a habit of investing in companies he believes are “inventing the future.”
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'.
In this article, Gavin Baker argues that in the wake of the changes wrought on working capital during the Covid-19 pandemic, revenue growth will decelerate in the software industry, especially those companies spending significant capital reserves. He identifies five particular variables that may determine cyclicality for software companies.
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.
The Sohn Australia Conference is a global philanthropic and global thought leadership conference, which convenes leading fund managers from around the world. Leaders discuss important topics relating to funds and investments, while also sharing important forecasts for a range of industries.
Gavin Baker was invited to the Sohn Hearts and Minds Conference, which brings the investment community together once a year for philanthropic purposes, to give a presentation on Omnichannel Retail.
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 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.
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 is an American technology company offering driving services including ride-hailing, couriers, food delivery, package delivery, and freight transportation.
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.
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.
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.
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 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.
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 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.
