Baker: Effective crossover investors should never encounter genuinely new ideas
Gavin Baker · Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) · Mar 2, 2026 · at 41:53
Gavin Baker, CIO of Atreides Management, discusses idea generation and research coverage across public and private crossover investing universes.
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“Because, particularly as a crossover investor, there should be no new ideas if I'm doing my job well. You should have a defined universe where we have a very high knowledge level.”
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