Bonafide at the Fondsgipfel Academy – Fish & Seafood: Markets, Demand and Controversies

Our CIO, Philipp Hämmerli, had the opportunity to present our favorite suject, 'Fish & Seafood', at the Fondsgipfel Academy.

“Presenting a topic in just 30 minutes that has shaped my professional work since 2018 was certainly challenging. We therefore condensed many highly relevant aspects – and fortunately, thanks to the pause button, the content can be revisited, explored in greater depth and watched multiple times at any point.” — Philipp Hämmerli

The video is recorded in German. However, should you prefer to discuss the topic in English: our CIO is equally fluent and always happy to exchange views directly.

Become a Fish & Seafood expert at your next "regulars' table" discussion and discover the key investment arguments in our video.

Video content at a glance:

  • Global overview of fish and seafood production
  • Current developments across the entire aquaculture value chain
  • Structural drivers behind the steadily rising global demand for fish
  • Positioning of the sector within the context of global financial markets
  • Fact-based assessment of widely debated and controversial topics related to fish and seafood

Presentation slides from the Fondsgipfel Academy [in German]

Previous Insights

January 20, 2026

Bonafide Quarterly-Update Q4 2025

The Global Fish Fund delivered a positive performance (+2.39% in EUR) in the fourth quarter of 2025, despite a challenging market environment – reaffirming the resilience of the global Fish & Seafood sector as a sustainable protein solution. With an attractive valuation, solid dividend base, and structural growth potential, the fund offers investors a compelling diversification opportunity for 2026 and beyond. Read more about how even modest capital inflows have led to a significant revaluation among Chilean salmon names.

October 17, 2025

Bonafide Quarterly-Update Q3 2025

The quarterly update highlights a solid recovery of the Bonafide Global Fish Fund, delivering +2.4% in Q3. While abundant salmon supply weighs on prices in 2025, tightening biomass dynamics signal potential supply constraints in 2026 – a historically constructive setup. Demand in Asia, led by China, continues to surge. Supported by attractive valuations and resilient earnings, the sector remains compelling for long-term investors.

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