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

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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