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Justin Charles

Justin Charles

Analyst at Permian Investment Partners, LP

Dallas, TX , United States

About

Justin Charles is an Analyst at Permian Investment Partners, LP, headquartered in Dallas, TX, where he has contributed since March 2024. In this role, he is responsible for investment research, due diligence, and supporting portfolio management across the firm’s strategies. He focuses particularly on public equities, analyzing opportunities in sectors such as consumer, technology, and industrials, consistent with the firm’s investment approach.

Prior to joining Permian, Justin was an Investor at Three Towers Holdings, where he gained experience in direct investing and business analysis from July 2021 to February 2024. Previously, he served as Senior Research Analyst at Spyglass Capital Management LLC, specializing in equity research, fundamental analysis, and sector-specific coverage in technology and consumer industries from 2018 to 2021. Throughout his career, Justin has demonstrated expertise in both fundamental and value-based investment processes, with a proven track record of identifying growth opportunities in diverse market environments.

Justin holds an MBA with a concentration in Value Investing from Columbia Business School, as well as a Bachelor's degree in Economics from Davidson College. His academic background and professional experience equip him with a depth of knowledge in financial modeling, industry analysis, and strategic decision-making within public market investing, with notable contributions to the investment field through his sector-specific insights and rigorous research methodologies.

Career History

OrganizationRoleDate RangeDetails
Permian Investment Partners, LPAnalystMar 2024 to Present
Three Towers HoldingsInvestorJul 2021 to Feb 2024
Special Situations investments (spinoffs, management change, distressed, recapitalizations). Team lead & individual code contributor for SaaS business (technical & business strategy lead).
Spyglass Capital Management LLCSenior Research AnalystJan 2018 to Jun 2021
Concentrated investing in mid-cap companies. Edgewood spinout.
Edgewood ManagementResearch AnalystJul 2014 to Dec 2016
Concentrated large cap investments. Focus on Internet, TMT, Life Sciences & Healthcare.
Edgewood Management LLCSummer Research AnalystJun 2013 to Jul 2013

Education

Columbia Business School

Master of Business Administration (MBA), Value Investing Program

2018

Davidson College

Bachelors, Economics

2010 2014

Skills & Expertise

Secondary Research
Market Intelligence
Competitive Intelligence
MBA
Marketing Research
Finance
Financial Modeling
Research
Advertising Research

Others at Permian Investment Partners, LP (6)

NameRoleLocation
A
Alex D
PartnerNew York, NY , United States
K
Kartik Nehru
PartnerNew York, NY , United States
S
Shaun Reid
AnalystUnited States
T
Ted Shiung
AnalystDallas, TX , United States
Louise Doss
Louise Doss
AnalystDallas, TX , United States
X
Xzavier Seto
Quantitative AnalystNew York, NY , United States

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