About
We aim to build wealth and make positive-change through identifying sustainable companies with strong fundamentals.
Blue Oceans Capital manages research for funds held under the Harbourside Capital Blue Oceans MDA.
The Harbourside Capital – Blue Oceans Wholesale Strategy is ultra-concentrated, typically holding only around 7 to 15 companies at any one time.
We focus on identifying high-growth companies with defensible, long-term revenue streams and positive cash flow from operations.
Sustainability is at the heart of our analysis because building a better world both minimises suffering and offers the best long-term performance.
We think differently, to find the best opportunities.
Our Purpose
OUR PURPOSE is to leverage the power of capital markets to protect the environment and drive the rehabilitation of our oceans.
OUR VISION is for our economy to be balanced with our ecology.
We think differently, to find the best opportunities. We’re grounded by a philosophy of sustainability, innovation and Blue Oceans thinking.
Our Impact
WE LEVERAGE the success of our investment portfolio by contributing 50% of our management fee profits to leading ocean protection and regeneration projects.
WE’RE COMMITTED to protecting our oceans by providing financial support to leading research projects that are rehabilitating ocean ecosystems and fighting climate change. Supporting these initiatives is the most direct pathway to affect meaningful change in the shortest possible time.
Our aim is to contribute $10 million to leading research and ocean-impact organisations by 2030.
Find out more about the Ocean Impact Project here.
Our Team
Will Simpson
Portfolio Manager
Master of Business Administration / Bachelor of Applied Science
“There’s nothing quite like the intellectual challenge that involves searching for the best investments possible. This, coupled with the great satisfaction of seeing those companies perform over time, makes investing a thrilling and greatly rewarding pursuit”
Will has over 90% of his wealth and family members invested in the strategy.
Pavel Braganza
Analyst
Master of Professional Accounting / Bachelor of Economics
“Nothing motivates me more than applying my best skills to select quality, sustainable companies with sound business models to invest in and watch grow over time. It only gets better knowing we work as a powerful team in the persistent pursuit of continual improvement.”
Pavel contributes 10% of his salary into the strategy.
Niharika Joshi Bhatt
Analyst
PHD Business Management / Diploma of Human Rights
“The intellectual challenge of our investment process coupled with a sustainable overlay makes each day rewarding and purposeful. Additionally, we never stand still, we continuously upgrade our knowledge and systems and that makes Blue Oceans an exciting place to be a part of.”
Niharika contributes 10% of her salary into the strategy.
Dr Anya Phelan
Impact Initiatives Advisor
Lecturer and Sr Research Fellow / Sustainability and Oceans Plastics / University of Queensland, Business School
Dr Phelan is an ecological economist and sustainable development specialist. Her social science research focuses on international development, responsible supply chains, circular economy, and sustainable livelihoods. Her work has been influential in advising national manufacturing groups and the Indonesian Government.
The Ocean Impact Project
Our oceans are essential for all life on earth, however, man-made interference has left marine ecosystems on the brink of collapse. Many ocean ecosystems are now past a point where they can regenerate simply by being left alone. Without urgent intervention, we risk losing the chance of restoring these essential habitats.
The Blue Oceans Impact Concept devotes 50% of our management fee profits to help find solutions to this immense problem, plus, we’ve employed economic ecologist, Anya Phelan, to guide our strategy and to advise on project selection and impact measurement.
Find out more about the Ocean Impact Project here.
Our Beneficiaries
Climate Foundation
Fighting climate change through producing seaweed on an industrial scale, and driving large-scale carbon drawdown.
GreenWave
Developing regenerative ocean farming practices for seaweed and shellfish, while also sequestering carbon, rebuilding reef ecosystems and reducing catch pressure on wild species.
University of Tasmania
Recognised as a world leader in ocean sustainability research, and pioneering new climate change solutions.
Founder’s story
Will Simpson grew up as a third generation cattle grazier in Western Queensland. His experience fuelled both his passion for sustainability, and his appreciation for the devastating effects of climate change and environmental mismanagement on the land.
Will is devoted to sustainability, to eliminating human and animal suffering, to regenerating sustainable ecosystems, and to the evolution of sustainable economies.
His passion for investing began at a young age. He traded stocks while on school holidays, and he studied the teachings of Benjamin Graham, John Burr Williams, Charles Munger, & Warren Buffett. As he grew older he adapted their teachings to develop his own sustainable, value-based, investment principles.
He completed a bachelor’s degree in Animal Science at the University of Queensland, and promptly took a humanitarian route with NGO Oaktree, he worked to advance the education of disadvantaged children in Kwa Zulu Natal, in South Africa.
The work was important, but Will wanted to go deeper, to deal with the core issue of economic sustainability. He felt education and a better quality of life would naturally flow from better economic opportunities.
From the humanitarian space he transitioned to developing a factoring-business. He spent four years building the business, and the process taught him a lot about both effective management, and how to invest.
In 2015 he went back to UQ to complete his MBA. This was a quantum leap in his education. It exposed him to the power of social enterprise and sustainable investment. And it solidified his view in the power of financial markets to drive change by providing capital to companies innovating to make the world a better place.
Despite his energy for investing in the new breed of businesses, he couldn’t shake a sense of unease about the illogical methods of mainstream investors. It was so prone to poor results, and Will wanted to prove that his concentrated, value-based approach would yield outperformance.
In 2016 he launched Blue Oceans Capital to scale-up his investments into sustainable companies, and to drive the evolution of our economy.
He allocated all his investable wealth into a concentrated portfolio of global listed companies. Over 4 years he built a track-record, proving both the outperformance potential of sustainable investing, while also demonstrating the power of his unique approach. By driving investment into innovative companies, investors can actively accelerate the transition to a sustainable global economy. This is Will’s mission, he’s excited about the potential of his fund to reduce both human and animal suffering, to improve natural ecosystems, while also increasing the wealth, prosperity and wellbeing of his clients.