Long / Short Equity — Ocean Capital Markets

The Ocean Is Mispriced.

Pelagic Capital is a long/short equity fund positioned at the structural divergence between sustainable ocean economies and wild-catch dependent industries.

8–12%Target Net Return
25%Profits to Mission
L / SPublic Equity
Thesis

Why the ocean is a capital story.

"One third of global fish stocks are harvested at unsustainable rates — yet markets price wild-catch companies as though the resource base is infinite."

Global wild-catch has plateaued since the 1990s despite increasing fishing effort. Regulation is tightening. Stocks are collapsing. Consumer demand is shifting.

Pelagic Capital is positioned on both sides: long the solution, eventually short the problem.

Strategy

Two sides of one structural shift.

▲ L

Sustainable Aquaculture & Ocean Tech

Land-based RAS, alternative proteins, ocean monitoring, traceability platforms.

▼ S

Wild-Catch Dependent Industrials

Companies facing regulatory, reputational, or resource depletion catalysts.

▲ L

Ocean Data & Monitoring

Satellite tracking, AI stock assessment, IUU detection, ESG compliance data.

▼ S

Non-Transparent Supply Chains

IUU exposure facing EU and U.S. import restriction risk.

Mission
25%
of profits to mission

A structural commitment in our operating agreement. Twenty-five percent of annual net profits go to organizations combating overfishing and restoring ocean ecosystem health.

We profit most when the ocean is healthiest. That alignment is intentional.

Fisheries Policy
IUU Enforcement
Marine Protected Areas
Sustainable Communities
About

Built on data, not belief.

Founded by Quin Goodson — finance graduate, Environmental Studies minor, background in climate risk quantification, real asset valuation, and environmental finance.

01
Climate Risk PlatformFounder of Climassay — scoring U.S. properties across 9 climate hazards.
02
Environmental FinanceCarbon credit markets, climate risk valuation, real asset appraisal.
03
Appraisal CredentialsPursuing licensure through McKissock — bridging climate data and property valuation.
Contact

Interested in the thesis?

For inquiries, research discussions, or partnership opportunities — quin@pelagicim.com