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Gavin Baker

Founder, Managing Partner & Chief Investment Officer

Atreides Management, LP

Boston, MA, USA

Gavin Baker
James Baker
Silberhorn Media Partners
Chris Baratta
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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 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.

Gavin Baker’s Newsfeed

Yahoo! Finance
10 Stocks to Buy According to Gavin Baker’s Atreides Management

Atreides Management, led by Gavin Baker, was featured due to its place as one of a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 86 percentage points since March 2017.

The Market NZZ
The One Thing That Matters Is Inflation

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

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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

Current Board Positions

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

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.
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.
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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 Vanderheim, 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 & Endorsements

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

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