Investment Potential

Fish is set to play a pivotal role in the nutrition of the future. It combines significant health benefits with high nutrient density and aligns seamlessly with evolving global consumption patterns.

Health and Wellbeing
Fish is rich in protein and essential nutrients. Health authorities recommend consuming fish at least twice per week. For individuals using GLP-1 medications, a protein-rich diet is particularly valuable, as it helps prevent the loss of muscle mass.

Emerging Consumer Trends
Younger generations increasingly demand convenient “ready-to-eat” products, and fish offers ideal solutions in this segment. At the same time, the global popularity of sushi highlights the growing demand for fresh and healthy fish-based products.

Sustainability and Trust
Fish products stand for natural quality and strong nutritional value. With regulatory scrutiny on artificial additives in processed foods intensifying, fish is further positioned as a natural and authentic food source – strengthening both consumer trust and long-term market potential.

Healthy nutrition is a decisive factor for living longer. Scientific studies show that regular fish consumption is positively correlated with life expectancy and can reduce the risk of cardiovascular disease, cancer, and dementia. Alongside other key factors such as physical activity, social environment, and medical care, diet plays a central role in promoting longevity.

For investors, this translates into clear growth drivers: the global trend toward healthy, protein-rich, and natural nutrition is fueling sustainable demand for fish and seafood. As the “super food” of the future, fish represents not only substantial health benefits but also long-term opportunities in a dynamic and expanding market.

There is a clear correlation between rising income levels and higher consumption of animal proteins – including fish and seafood. With the rapid growth of the global middle class – particularly in Asia – vast opportunities are emerging for the seafood industry. Forecasts suggest that by 2030, nearly two-thirds of the world’s middle-income population will be living in Asia.

As disposable incomes increase, demand for high-quality, protein-rich foods is accelerating, with fish standing out as a healthy and natural source of protein. The expanding middle class is therefore creating reliable and scalable demand – forming a fundamental basis for our investment thesis in sustainable seafood markets.

Our oceans are not only the largest ecosystem on Earth, but also one of the most vital sources of nutrition, climate resilience and economic growth. Blue Foods provide billions of people with essential protein and represent a key driver for sustainable investments with immense future potential.

Aquaculture has become the decisive growth driver of global seafood supply, surpassing capture fisheries for the first time in 2022. While wild catches have stagnated since the late 1980s, aquaculture continues to expand steadily and now accounts for more than half of worldwide production. This momentum is driven by innovation: modern technologies such as recirculating aquaculture systems (RAS), integrated multi-trophic approaches (IMTA), biofloc methods, as well as digital solutions using IoT and artificial intelligence, are enhancing efficiency, sustainability, and scalability. With its “Blue Transformation,” the FAO is targeting a 35% increase in aquaculture production by 2030 to strengthen food security and meet growing global demand. The conclusion is clear: the future of aquatic protein lies in a dynamic, technology-driven, and sustainable aquaculture industry.

Norway has built a world-class logistics infrastructure that enables the reliable export of salmon at massive scale. Nearly 200 refrigerated trucks leave the country every day – around 3,440 tons per day – supported by multimodal solutions such as specialized freight trains and air cargo. This advanced cold chain connects remote production regions with international markets, ensuring quality, speed, and reliability. With exports of more than 1.2 million tons of salmon per year and a total seafood volume of 2.8 million tons, Norway is a global leader in seafood trade – a success driven by cutting-edge infrastructure, efficiency, and sustainable transport solutions. This serves as a compelling case study, but similar developments are also taking place in other key markets such as Japan, Chile, and Canada, where major investments in modern infrastructure are likewise meeting the growing global demand for seafood.

Modern aquaculture has been fundamentally transformed by technological innovation: In Norway, 99% of farmed salmon are now raised without antibiotics – the result of comprehensive vaccination programs and strict standards. Automated feeding systems enhance efficiency and resource use, while digital technologies such as IoT and data analytics optimize production. Different production models – from offshore and coastal farms to land-based facilities – provide flexible investment opportunities, complemented by hybrid post-smolt concepts that combine the advantages of land-based and sea-based farming. Aquaculture 2.0 is therefore a sustainable, efficient, and future-oriented solution to the world’s growing demand for protein.

The blue food industry offers investors attractive opportunities across the entire value chain – from technology and feed suppliers to globally diversified corporations. Each stage of this chain provides access to innovative business models, stable growth, and long-term value creation.

Suppliers such as AKVA Group, BioMar, or Corbion develop cutting-edge technologies, feeding systems, and sustainable feed solutions that form the backbone of the sector.
Producers like Mowi, Proximar Seafood, or Multi X represent the core of fish farming and have established themselves as global leaders through scale and efficiency.
Processors such as High Liner Foods or Thai Union transform raw material into high-quality products for international markets.
Value adders like Nomad Foods or Tao Kae Noi create additional value through brand leadership and strong consumer engagement.
Logistics companies including Americold and STEF ensure global distribution through advanced cold-chain solutions.
In the food sector, companies such as Café de Coral shape market presence in Asia alongside specialized seafood retailers.
Finally, diversified groups such as Maruha Nichiro, Nissui, or Austevoll Seafood ASA stand for vertically integrated strategies and broad international reach.

The conclusion is clear: across the entire value chain, there are diverse investment opportunities – from specialized niche players to global champions.

The fish and seafood industry offers investors attractive opportunities in a growing market for healthy protein sources. Sustainable production methods create long-term competitive advantages and unlock return potential, while a strong ESG focus helps mitigate regulatory, reputational, and market-related risks. With Bonafide, you invest responsibly in a sector that combines financial security, diversification, and sustainable value creation.