Gavin Baker
Gavin Baker is the founder and CIO of Atreides Management, a Boston-based technology-focused hedge fund he launched in 2019. Before founding Atreides, Baker spent over a decade at Fidelity Investments managing the Fidelity OTC Portfolio, one of Fidelity's flagship growth funds, where he compiled an exceptional long-term track record investing in technology and consumer growth companies.
Baker is known as one of the most respected technology investors in the hedge fund world, with deep expertise in semiconductors, software, and internet businesses. He is a frequent and thoughtful commentator on technology sector dynamics and is widely followed by institutional investors. Atreides manages several billion dollars and has been an active investor in high-growth technology companies across public and private markets.
The best technology investments are in companies that are simultaneously disrupting large markets and building durable competitive advantages.
— Gavin Baker, Atreides Management