Permian Partners

Permian Partners was founded in 2001 during the Internet bust by Peter Atkins, who helped to develop and manage some of Microsoft’s early consumer Internet efforts and later was responsible for looking at Internet related investments on behalf of the company.

We look at buying stock the same way we would evaluate buying an entire business. We aim to invest in companies we understand well, when we think they have defendable franchises, are managed by competent, entrepreneurial teams, and are available at reasonable prices. Our ideal holding period is long term.

A guiding principle is the consideration of common stocks as units of ownership of a business and the purchase of them when market valuation appears low relative to the long term economic prospects of the business.

We think good investment ideas are rare. As a result, we think it makes sense to focus on making a small number of great investments, versus doing many less well.

If you would like to reach us, you may email infoATpermianpartners.com. You will need to use an @ sign in place of the AT. This helps reduce automated responses. We read but, due to time constraints, are unable to respond to all correspondence.