
Philipp Hämmerli
Chief Investment Officer and Managing Director at Bonafide Wealth Management AG, a Liechtenstein asset manager specializing in the fish & seafood sector
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Sep 18, 2026
Protein affordability, feed volatility, aquaculture policy, and AI: what will shape seafood’s next chapter?
2:46
2:53
L
2:07LourdesHOST
So maybe you can tell our audience, as an investor operator, where is the real monetization point in the protein super cycle for seafood, premium branded demand, food service substitution, value-added convenience? or cost down commodity scale? Maybe give us your one highest conviction bet for the next 24 months and the one consumer signal you track that tells you it's real, not hype.

Philipp HämmerliGUEST
You just have to do your homework while shopping and don't get trapped by marketing.

Philipp HämmerliGUEST
A canned tuna, for example, is really ready for money, containing more than 30 grams of protein per 100 gram.
L
6:37LourdesHOST
So share with us the KPI it must be to get in the commercial recipe.