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

July 14, 2026

Bonafide Quarterly-Update Q2 2026

Diversification in concentrated markets: The Bonafide Global Fish Fund remains positive in 2026, supported by structural growth, attractive valuations and low correlation to global equity indices. Our latest quarterly update covers performance, portfolio opportunities and the protein supercycle.

April 13, 2026

Bonafide Quarterly-Update Q1 2026

Q1 2026 highlights the resilience of focused exposure to the Fish & Seafood sector. The Bonafide Global Fish Fund delivered +3.69% (EUR), significantly outperforming both global equities and the broader food sector. Performance was driven by strong fundamentals, attractive valuations and structural growth across the value chain, reinforcing the long-term investment case for the Blue Revolution.

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