Attunga Capital is a specialist investment manager whose philosophy is to create long term wealth and deliver uncorrelated returns for investors by seeking out niche asset classes and applying unique skills.
Attunga Capital Pty Ltd (Attunga) is a specialist investment manager with expertise in securities and derivative products.
Attunga was formed on 23 December 2005 and was granted its Australian Financial Services Licence on 29 May 2006.
The focus of the company and the people behind it is to create long term wealth for investors, by seeking out niche asset classes and applying unique skills to deliver superior performance.
Attunga is trustee and manager of the Attunga Power & Enviro Fund, which was launched in August 2006, and the Attunga Carbon & Enviro Fund, which was launched in January 2022.
In December 2021, Regal Funds Management Pty Ltd acquired a 51% shareholding in Attunga, and increased this to 61% in August 2023.
Our funds are designed to capitalise on the attractive short term and long term investment opportunities in various niche asset classes. Asset classes currently focused on are power, carbon and environmental derivatives and instruments.
The Attunga Power & Enviro Fund primarily invests in the power market and related derivative products, mainly focusing on the Australian National Electricity Market (ETC and OTC), but with a mandate which includes CO2 emissions, weather, gas, water and other energy and environmental related markets. Attunga acts as trustee and manager to the Attunga Power & Enviro Fund.
The Attunga Carbon & Enviro Fund has a flexible, long bias to carbon markets, and seeks to exploit dislocations within and between carbon and related markets, finding pricing misalignment and trading opportunities in new and complex markets. It invests and trades in both spot and derivative markets; across carbon, renewable and related markets; with global application; in both compliance and voluntary markets. Attunga acts as trustee and manager to the Attunga Carbon & Enviro Fund.
Mark has been involved with the Australian Energy Market for over 25 years, and has undertaken trading and risk management since graduating from Macquarie University in 1990 with a Bachelor of Economics (Major Actuarial Studies & Finance). He gained his Masters of Applied Finance from Macquarie University in 1994. Mark co-founded Attunga in 2005. From 2001 to 2005 Mark was a Director and co-owner of Roberts Longney Energy Pty Ltd which operated in an energy advisory capacity and developed proprietary risk management and trading concepts. From 2000 to 2001 Mark was General Manager, Commercial for Australian National Power with strategic, commercial and operational responsibility for energy sales, trading and risk management. From 1998 to 2000 Mark was an energy market consultant, advising energy market participants primarily in the areas of trading and risk management. From 1995 to 1998 Mark was Energy Trading Manager at United Energy, with responsibilities including wholesale electricity purchases, trading and risk management aspects of United Energy's electricity retail business. From 1990 to 1995, as Treasury Manager at State Bank New South Wales, Mark’s responsibilities included asset/liability management, risk management, swaps and futures trading, foreign currency dealing and options trading. In addition to being a Portfolio Manager, Mark is also a shareholder of Attunga.
Portfolio Manager and Director
Helen has been involved in the Australian Energy Market for over 30 years. Helen graduated from Charles Sturt University in 1994 with a Bachelor of Business (Business Management). Helen co-founded Attunga in 2005. From 2001 and 2005 Helen was a Director and co-owner of Roberts Longney Energy Pty Ltd which operated in an energy advisory capacity and has developed proprietary risk management and trading concepts. From 1998 to 2001 Helen was Energy Trading Manager at Australian National Power, responsible for front office energy trading functions covering electricity and gas exposures in generation and proprietary trading businesses and was also responsible for the physical operations / market bidding function. From 1989 to 1997 Helen was employed by NSW energy retailer, Country Energy (formerly Advance Energy), with various roles including Energy Purchasing Analyst/Trader, which included responsibilities for analysing and dealing in energy market derivatives. Helen also held roles in projects and business administration fields. In addition to being a Portfolio Manager, Helen is also a Director and shareholder of Attunga.
David graduated from the University of Wollongong in 2008 with a Bachelor of Commence (Major Finance and International Business). His time at university included a semester on student exchange at University of McMaster, Ontario, Canada. After working part time with Attunga since July 2007, David began full time, as an Analyst, in July 2008. He subsequently progressed to a Trader / Analyst role, and in 2016 was appointed Portfolio Manager. In 2015 David graduated from Macquarie University with his Masters of Applied Finance. In addition to being a Portfolio Manager, David is also a shareholder of Attunga.
Donovan graduated from QUT with a Bachelor of Business (Banking and Finance), he also has a Diploma of Financial Services from AFMA and an Applied Leadership Certificate from the IMD Business School. He has worked in a variety of roles in the energy industry since 1999 including trading, risk and analytics, consulting, policy, strategy, government affairs and broking. Donovan commenced his career at Ergon Energy (a retailer) and then InterGen Australia (a generator) working across risk, analytics and trading. Between 2004 and 2007 he consulted in power markets on a range of policy and commercial assignments. Between 2008 and 2010, Donovan worked for Newedge broking a range of energy, weather and environmental derivatives. Between 2010 and 2014 Donovan worked for EnergyAustralia across a range of areas including corporate strategy, business development, gas market development, policy and government affairs. From 2015 to 2017 Donovan returned to broking (with TFS Australia). From 2018 to 2022 Donovan returned to consulting, primarily as an adviser to the Energy Security Board, CleanCo (through EnergyEdge) and the Australian Energy Regulator. From 2021 to 2022 Donovan again worked in broking (with BGC Partners/GFI Australia). Donovan joined Attunga in early 2022.
Sam graduated from the University of Sydney in 2016 with a Bachelor of Economics (Major Quantitative Analytics, Finance and Econometrics). He then held roles as a Market and Portfolio Analyst and later Energy Trader at Arrow Energy assisting in the management of the companies’ physical gas and electricity infrastructure both operationally and through trading in the spot and derivative markets. In 2019 Sam returned to Sydney to pursue full-time postgraduate studies completing his Graduate Certificate in Data Science at the University of Sydney that year. In 2020 Sam completed his Masters of Data Science at the University of Sydney with focused research in Deep Learning Algorithms for automated trading strategies. Sam has worked part time with Attunga since September 2019 and full time since January 2021.
Chief Operating Officer (Operations and Risk Manager)
Glenn worked for Westpac Banking Group (1993-2006) since graduating from University of Wollongong with a Bachelor of Economics (Finance & Accounting). Glenn joined Attunga in 2007. Since 2002 Glenn was a Systems Manager for Westpac Institutional Bank, managing back office and operational system teams, with responsibilities including risk management, compliance, staff and unit management and improving processes and relationships. From 2000-2002 Glenn was a Senior Business Analyst for Westpac Financial Services on Custodian, Margin Lending, Unit Trust and Superannuation Systems. In 1999 on sabbatical, Glenn worked as an Analyst in London for Schroder's Investment Management Plc working in the Custody and Asset Management team. From 1996-1999 Glenn worked as a Business Analyst for Westpac Custody and Financial Services. From 1993-1996 Glenn worked for Westpac Custodian Administration. Glenn also has a Graduate Diploma in Information Technology from the University of Technology Sydney, is a Certified Compliance Professional and Member of the International Association of Business and Financial Management, and has an Advanced Diploma of Financial Services from AFMA.
Nick graduated from the University of Sydney in 2019 with a double degree with a Bachelor of Civil Engineering (Honours) and a Bachelor of Commerce (Major in Finance). In January 2020, Nick started at Macquarie Bank in the Independent Valuations Team where he was responsible for the valuation of the Asian and European, Middle East and Africa power, gas, and emissions trading desks. In mid-2022, Nick moved to Macquarie Bank's equity derivatives trading team where he managed the collateral book for Australian and New Zealand clients. Nick joined Attunga in July 2023.
Ian has over 25 years’ experience in financial markets. For much of the last 15 years Ian has acted as a Director, investment adviser and consultant to a range of financial groups and organisations. As well as being Managing Director of Attunga Capital Pty Ltd, Ian is also an Executive Director of Regal Partners Limited (ASX listed alternative fund manager), a Director of Kilter Pty Ltd (a water and farmland asset manager), a Director of Renew Power Group Pty Ltd (a renewable energy business), an adviser to RPG Management Pty Ltd (family office), a Director and member of the Investment Committee for Realside Financial Group Pty Ltd (a property and private debt fund manager) and is an independent member of the Investment Committee for Atrium Investment Management Pty Ltd (a multi-asset fund manager). Previously, Ian was an equities analyst and portfolio manager at Fidelity Investment Management (H.K.) Ltd, an equities analyst at Potter Warburg/SBC Warburg and earlier in his career worked at the State Bank of New South Wales and BZW Australia. Ian holds a Bachelor of Laws and Bachelor of Business (Finance) from the University of Technology, Sydney and a Diploma in Applied Finance and Investment from the Securities Institute of Australia. In addition to being a Director, Ian is also a co-founder and shareholder of Attunga.
Brendan has over 25 years’ experience in financial markets and asset management, and is currently Chief Executive Officer and Managing Director of Regal Partners Limited. In addition, he is a Director of Kilter Rural and a Director of Attunga Capital. Previously, he was Chief Financial Officer of Challenger’s Asset Management business and then the company’s Funds Management business. He served as a director on the boards of several listed investment trusts and several of Fidante Partners’ boutique asset managers.
Our funds are only available to wholesale investors within the meaning of Section 761G of the Corporations Act or where Attunga determines that a product disclosure statement is not required to be issued under Part 7.9 of the Corporations Act.
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Attunga is part of Regal Partners Limited, an ASX-listed (ticker RPL), specialist alternatives investment manager.
Attunga utilises the services of a range of key outsourced service providers across prime brokerage, custody, clearing, legal, accounting, IT and compliance.
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