IntraFish Seafood Investor Forum

What's the future of consolidation in the seafood, aquaculture and fisheries sectors? What will tomorrow's companies look like? And where is the best place for investors to look for growth? Join IntraFish Editor-in-Chief Drew Cherry as he leads an expert panel including Bonafide Managing Director Christoph Baldegger, Antarctica Advisors Managing Partner Ignacio Kleiman, Pareto Securities Senior Parnter Henning Lund and Wells Fargo Senior Vice President Jana Dombrowksi.

Previous Insights

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.

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.

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