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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Permian Investment Partners, LP | Analyst | Mar 2024 to Present | — |
| Three Towers Holdings | Investor | Jul 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 LLC | Senior Research Analyst | Jan 2018 to Jun 2021 | Concentrated investing in mid-cap companies. Edgewood spinout. |
| Edgewood Management | Research Analyst | Jul 2014 to Dec 2016 | Concentrated large cap investments. Focus on Internet, TMT, Life Sciences & Healthcare. |
| Edgewood Management LLC | Summer Research Analyst | Jun 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
Others at Permian Investment Partners, LP (6)
| Name | Role | Location |
|---|---|---|
A Alex D | Partner | New York, NY , 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 |