Gavin Baker
Profile Verified by The Marque
Last Updated: 22 Sep 2026
Founder, Managing Partner & Chief Investment Officer
Boston, US
Profile Verified by The Marque
Last Updated: 22 Sep 2026
THE MARQUE
In Their Own Right
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 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.
The Record
Background
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2019 — Present
Founder, Managing Partner & Chief Investment Officer
Atreides Management, LP
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.
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1999 — 2017
Portfolio Manager, Fidelity OTC Fund
Fidelity Investments
Fidelity Investments is a multinational financial services corporation offering financial planning, advisory, retirement plans, wealth management services as well as trading and brokerage services.
In The News
Newsfeed
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16 May 2026 · Sohn Conference Foundation
Inside the Mind of a Tech Investor with Gavin Baker
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7 April 2026 · Businesswire
Aria Networks Launches the Network that Thinks: The World’s First AI-Native Network
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18 February 2025 · Businesswire
Sohn Montreal Investment Conference Announces Speaker Lineup for Inaugural May 2025 Event
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26 February 2024
Surging Nvidia Stock Keeps Drawing In More Believers
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18 September 2023 · Fortune
IPO market optimism, down rounds, and crypto: The biggest VC conversations last week
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25 January 2022 · Invest Like the Best
Gavin Baker – The Cyclone Under the Surface
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16 November 2021 · Yahoo! Finance
10 Stocks to Buy According to Gavin Baker’s Atreides Management
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12 September 2021 · The Market NZZ
The One Thing That Matters Is Inflation
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9 August 2021 · CNBC
Atreides’ Gavin Baker on the future of SPACs and how the retail investor is winning the year
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Formative Years
Education
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Dartmouth College
A.B. | History & Economics
1994 — 1999
Areas Of Focus