CIO of Atreides Management in Boston, Massachusetts
Gavin S. Baker is an investor living in Boston. He graduated from Dartmouth College with degrees in Economics and History in 1999. He worked at Fidelity Investments from 1999-2017 and was the portfolio manager of the Fidelity OTC fund from June, 2009-September 2017.
Gavin Baker began his career at Fidelity following cement and aggregate stocks in September, 1999. In early 2000, he began covering semiconductors which gave him a front row seat as the technology bubble burst. Gavin covered large cap pharmaceuticals and managed Fidelity Select Pharmaceuticals from 2002-2004. He covered retail, tobacco and consumer staples from 2005-2006. He was an analyst on the large cap growth team in 2006. Gavin was the sector leader of the telecommunications team and managed Fidelity Select Telecommunications from 2007-2009. This fund outperformed comparable telecom ETFs in the 2008-2009 bear market from the market peak to trough. He also managed Fidelity Select Wireless from 2007-2011.
Gavin Baker was the portfolio manager of the Fidelity OTC fund from 2009-2017. The $17 billion Fidelity OTC fund outperformed over 99% of its Morningstar peers and won 6 Lipper awards over Gavin's 8 year tenure. Gavin Baker was the Boston Globe's fund manager of the year in 2014 and his performance was recognized by articles in Barrons, the New York Times, Investors Business Daily, Forbes and the Wall Street Journal. He helped spearhead Fidelity's venture capital investing and was a board observer at Nutanix, 23andMe, Jet.com, AppNexus, Dataminr and Roku among others. He is currently the CIO and Managing Partner at Atreides Management, LP. Gavin was a guest on Patrick O'Shaughnessy's podcast "Invest Like the Best" in November 2019. Personal thoughts here.
Gavin S. Baker married Becky Painter on August 11, 2018 at the Museum of Fine Arts in Boston. Gavin Baker and Becky Painter met while working at Fidelity Investments, where she is still an analyst and portfolio manager. Gavin enjoys heli-skiing and playing videogames, especially Destiny 2. Gavin has read the Culture, Hyperion, Dune, Zones of Thought, Lord of the Rings and the Game of Thrones series more than once.