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

October 13, 2026

Bonafide Quarterly Update Q3 2026

Stock selection and operational recovery: The Bonafide Global Fish Fund returned +6.34% in EUR in Q3 2026, taking its year-to-date gain to +9.04%. The Quarterly Update examines the recovery in Norwegian salmon producers, recent portfolio decisions and the value potential of AKVA Group. The Deep Dive explores the balance between more affordable salmon and rising feed costs.

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.

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