The Marque The Marque

Gavin Baker

Founder, Managing Partner & Chief Investment Officer

Atreides Management, LP

Boston, MA, USA


Gavin Baker
James Baker
Silberhorn Media Capital
Chris Baldwin
CVC

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.
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Gavin Baker’s Newsfeed

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. 

Invest Like the Best
Gavin Baker – The Cyclone Under the Surface

Among other topics, Gavin Baker offers his thoughts on the current state of growth equities and the significant evolution of semiconductors.

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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

Enfabrica
Board of Directors
Sep 2023 - Present
Mountain View, CA, USA
Enfabrica develops groundbreaking hardware, software, and system technologies that solve the critical bottlenecks in next-generation computing workloads across hyperscale cloud, edge, enterprise, 5G/6G, and automotive infrastructure.
 
Xsight Labs
Board member
Kiryat Gat, IL
Xsight Labs is a fabless semiconductor company with head office in Kiryat Gat, Israel, with a focus on solving modern data center challenges.
 

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

No End to Whiplash in Meme Stocks, Crypto and More
Quoted
Jun 2021
New York, NY, USA
Gavin Baker is quoted in this article that discusses the growth in alternative investments and why this trend shows no signs of slowing down.
 
The Tech I.P.O. Comes Roaring Back in the Pandemic
Quoted
Jun 2020
New York, NY, USA
“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.
 

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.
 
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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

SohnX Australia
Speaker
Dec 2021
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 on Investing in Omnichannel Retailers
Featured Speaker
Nov 2020
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.
 

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.
 
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Gavin Baker’s Education

Dartmouth College
A.B. | History & Economics
1994 - 1999