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General Investing >> Money Manager Interviews >> February 14, 2014

Investing in Durable Secular Growth Themes

Baker, Gavin S.
Gavin S. Baker is a Portfolio Manager at Fidelity Management & Research Company, the investment adviser for Fidelity Investment’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Mr. Baker is a member of the Growth group and is responsible for managing the Fidelity OTC Portfolio. Prior to assuming his current responsibilities, Mr. Baker managed the Select Wireless Portfolio from 2007 to 2011, and was the telecommunications sector leader/Portfolio Manager of Fidelity Select Telecommunications Fund and Fidelity Select Wireless Fund from 2007 to 2009. Previously, Mr. Baker held various other positions at Fidelity, including that of Analyst on the Large Cap Growth team in 2006; Analyst covering consumer staples, tobacco and hardlines retail from 2005 to 2006; Pharmaceuticals Analyst/Portfolio Manager of Fidelity Select Pharmaceuticals Fund from 2002 to 2005; Associate/Analyst covering semiconductors from 2000 to 2002; and Associate covering cement and aggregates from 1999 to 2000. He has been in the investments industry since joining Fidelity in 1999. Mr. Baker earned his Bachelor of Arts in history and economics from Dartmouth College. Profile
TWST: Could you please begin with an overview of Fidelity OTC and its investment philosophy?

Mr. Baker: The Fidelity OTC fund is a large-cap growth fund that is benchmarked versus

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