About
Alex Duran is a co-founding Partner and Portfolio Manager at Permian Investment Partners, a New York-based investment firm launched in 2008. He leads the firm's value-oriented, event-driven equity long/short strategy, with a particular emphasis on investing in underperforming businesses led by new, highly incentivized management teams, primarily across Western Europe.
Duran specializes in identifying mismanaged companies undergoing transformative change and focuses largely on small- and mid-cap publicly traded equities in mature markets, with a rigorous, management-centric approach to investing. He works across key sectors targeted by Permian, including consumer, industrials, and select international opportunities, routinely deploying both fundamental and technical analyses to shape the portfolio.
Before founding Permian, Alex Duran served as an Investment Analyst at Brahman Capital and began his career at Goldman Sachs as an Investment Banking Analyst. He graduated with Highest Honors from The University of Texas at Austin, where he earned a BBA in Honors Business and Finance. Duran is recognized in the industry for his ability to identify contrarian, high-conviction investments and for generating absolute returns across varying market cycles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Permian Investment Partners | Partner | May 2008 to Present | — |
| Brahman Capital | Investment Analyst | Oct 2005 to May 2008 | — |
| Goldman Sachs | Investment Banking Analyst | Jul 2004 to Sep 2005 | — |
Others at Permian Investment Partners, LP (6)
| Name | Role | Location |
|---|---|---|
| Analyst | Dallas, TX , United States | |
K Kartik Nehru | Partner | New York, NY , United States |
S Shaun Reid | Analyst | United States |
T Ted Shiung | Analyst | Dallas, TX , United States |
| Analyst | Dallas, TX , United States | |
X Xzavier Seto | Quantitative Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |