Food Revolution Breakfast Event
The Impact of Regulation and Pharma
View of the 2025 Food Revolution Breakfast in Zurich, featuring the presentation from DSM-Firmenich.
At our recent investor breakfast in Zurich, experts Elad Ben-Am (Picard Angst) and Dave Huizing (DSM-Firmenich) discussed how consumer behavior, regulation, and technological innovation are transforming the global food system—and why it matters for investors.
“Our food system is a major contributor to chronic diseases—and it’s changing fast,” said Elad Ben-Am, Portfolio Manager of the Picard Angst Food Revolution Fund. The fund targets high-growth areas such as clean label & food safety, sustainable food production, and healthy & functional nutrition.
Structural transformation in the food sector is no longer driven by consumers alone, but increasingly by institutional and regulatory momentum—creating long-term investment opportunities beyond traditional food companies.
Elad Ben-Am, Head of "The Food Revolution" at Picard Angst, explains how food innovation is evolving into a system-relevant investment theme.
GLP-1 Is Changing How People Eat
GLP-1 medications are reshaping how people eat—and how companies must respond.
“For DSM-Firmenich, this is an opportunity to lead with healthier, purpose-driven solutions,” said Dave Huizing.
The company is focusing on innovations in low-calorie and functional foods that align with emerging health trends.
Dave Huizing, SVP Investor Relations at DSM-Firmenich, shares his perspective on current trends in the food industry.
Policy Shift in the US: "Make America Healthy Again"
The new US administration’s "Make America Healthy Again" initiative marks the beginning of a fundamental shift in food regulatio– with far-reaching consequences for the entire industry.
Investors will need to understand not only consumer preferences but also policy frameworks that define what qualifies as healthy and sustainable nutrition.
Research Paper – Q1 2025
“The Future of Food Innovation”
A deep dive into current market and regulatory trends shaping the food sector
The Food Revolution Fund
With the Food Revolution Fund, Picard Angst offers access to one of the most compelling long-term investment themes in the food sector. Driven by innovation, public health policy, and shifting value chains – from biotech to sustainable production and functional nutrition.
Your contacts
Elad Ben-Am
Senior Portfolio Manager Food Revolution
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Jann Breitenmoser
Senior Investment Manager Food Revolution
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Boris Ivankovic
Product Specialist Food Revolution
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