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.
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 and environmental derivatives.
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.
Mark has been involved with the Australian Energy Market for over 20 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. From 2001 to 2005 Mark was a Director and co-owner of Roberts Longney Energy Pty Ltd 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 co-founder and shareholder of Attunga.
Helen graduated from Charles Sturt University in 1994 with a Bachelor of Business (Business Management) and has subsequently completed further courses at the Securities Institute of Australia. Between 2001 and 2005 Helen was a Director and co-owner of Roberts Longney Energy Pty Ltd which has 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, a co-founder 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 and has since progressed to the role of Portfolio Manager / Analyst. In 2015 David graduated from Macquarie University with his Masters of Applied Finance.
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). 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.
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 a Director of Renew Power Group Pty Ltd (a renewable energy business), a Director of Regal Funds Management (a long/short equity hedge fund), a Director of Kilter Pty Ltd (a water and farmland asset manager), an adviser to RPG Management Pty Ltd (family office) 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.
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 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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