CAPinside Webinar

The demand for protein as a food source is growing steadily. Companies from the fisheries and aquaculture sector offer innovative and, above all, resource-saving solutions. How investors can participate in this growth trend was the topic of the CAPinside webinar with investment specialist Bonafide.

It is no secret that consumers around the world are rethinking their diets. Beyond Meat, which offers a truly enjoyable meat substitute, is one example of this trend; another is plant milk made from pea protein. But substitute products are not always required to eat a healthy, protein-rich diet that conserves resources.

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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