Gavin Baker is the Managing Partner & CIO at Atreides Management LP. Previously, he spent 18 years at Fidelity Investments where at various times he was an analyst covering the semiconductor, pharmaceutical, consumer staples, retail and telecommunication industries. His last position at the firm was portfolio manager for the $17-billion Fidelity OTC Fund. Before he managed the OTC fund, he managed the Fidelity Select Pharmaceuticals, Fidelity Select Wireless and Fidelity Select Telecommunications portfolios. He has an A.B. in History and Economics from Dartmouth College. Tweets by GavinSBaker