We invest where ocean health and economic value compound together.

The backbone of the global economy.

• ~90%of global trade moves by ship, and fleets are actively investing in alternatives to volatile fossil fuels, opening one of the largest decarbonization markets of the decade.
• ~99%of international data travels through subsea cables. The entire digital economy rides on ocean infrastructure.
• 3.3Bpeople rely on seafood as a key source of protein.
• 2.5×growth in the ocean economy since 1995, outpacing global GDP.

A frontier of discovery and new industries.

~91% of marine species remain undiscovered, and bioprospecting is already producing leads for Alzheimer's, skin cancer, and anti-biofouling chemistries. Less than 10% of the ocean is actively monitored today, creating room for entirely new industries that protect legal commerce and unlock the value in what's beneath the surface.

A new generation of tools, including underwater drones, sensors, satellites, and AI, is opening category-defining markets in ocean data, intelligence, biomedicine, and biomaterials.

A climate engine, and a climate solution.

• 25–30%of annual carbon emissions are absorbed by the ocean, and startups are scaling nature-based restoration and engineered CDR to amplify this natural advantage.
• 10×more carbon stored per acre in mangroves and seagrasses than in terrestrial forests.
• 18×of global energy demand can be met by offshore wind alone, colocatable with wave and floating solar, and increasingly powering offshore AI data centers.

Food, water, and the minerals of the energy transition.

Aquaculture is the fastest-growing food production sector globally, projected to supply ~60% of seafood by 2030. Desalination already provides freshwater to 300M people, and the 37 billion gallons of brine produced daily can be mined for magnesium and other critical minerals essential to the electrification of cars, ships, planes, and machinery.

Investing in ocean innovation is investing in the future of global food, water, and minerals security.

A fast-growing asset class.

Ocean investing has grown 7× over the last five years and is following a trajectory similar to biotech in the 2010s, emerging as its own stand-alone field with dedicated capital. Offshore renewable energy, sustainable aquaculture, shipping decarbonization, ocean data platforms, and plastic alternatives are fast-growing markets attracting global investors focused on resilience, intelligence, and circularity.

The traditional blue economy extracts, depletes, and pollutes. The new sustainable blue economy innovates, regenerates, and scales. The shift is already underway.