Long-Only Equity — Natural Capital Markets

Nature Is Mispriced.

Pelagic Capital is a long-only equity fund invested in the companies healing natural systems — pairing durable growth with quality dividend payers that compound while the world re-prices natural capital.

8–12%Target Net Return
100%Nature-Positive
Long OnlyPublic Equity
Thesis

Why nature is a capital story.

"Markets price the natural world as though it is free and infinite. It is neither."

Across fisheries, forests, soils, and freshwater, the resource base is drawn down faster than it regenerates — the ocean being the clearest case. Regulation is tightening. Systems are collapsing. Capital is reallocating.

Pelagic Capital invests on one side of that shift: long the companies restoring nature, with an income tilt toward quality dividend payers.

Strategy

One book, built to compound.

GR

Restorative Infrastructure

Sustainable aquaculture, water technology, regenerative agriculture, alternative materials.

INC

Dividend Compounders

Cash-generative water and utility operators with durable, growing dividends.

GR

Nature Data & Monitoring

Satellite tracking, AI ecosystem assessment, and traceability platforms.

INC

Real Assets & Stewardship

Sustainable forestry, farmland, and water rights held for income and appreciation.

Mission
100%
of the book is nature-positive

Our accountability is built into what we own. Every position must do real ecological work — companies measurably helping to heal oceans, forests, soil, and freshwater — and we hold nothing that profits from degrading them.

The thesis and the holdings are public, so the mission can be checked against the portfolio at any time. We profit only alongside the recovery of nature.

Nature-Positive Only
Full Transparency
No Extractive Names
Public Holdings
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