Bonafide quarterly webinar Q4 2021

Gazing into our crystal ball

Investors in the Bonafide Global Fish Fund demonstrate far-sighted thinking. The portfolio is currently in “deep value” territory. The sector is developing rapidly and there is growth momentum. After all, an increasing number of people will require healthy, sustainable sources of protein in the future. The fish & seafood sector will play an important role in this. Receiving a two-star rating from the FNG label underlines the positive developments of our fund in the area of sustain-ability. With a three-year investment horizon, our forecast for the Bonafide Global Fish Fund suggests that an average annual return of 10-20% can be achieved.

Quote of the Day:

«Behind every stock is a company. Find out what it’s doing.»
-Peter Lynch

Find out more in the video.

Quarterly update December 2021

Slide deck quarterly webinar Q4 2021

Previous webinars

July 14, 2025

Bonafide Quarterly-Update Q2 2025

Following a strong start to the year, the Bonafide Global Fish Fund came under pressure in the second quarter. The fund declined by −6.22% (EUR) in Q2 and −1.79% for the first half of the year. This development was primarily driven by geopolitical tensions and currency effects. Our portfolio companies remain operationally resilient. At the same time, attractive valuations, growing salmon exports to Asia, and dynamic investment activity in the aquaculture sector are opening up new opportunities for long-term value creation.

April 10, 2025

Bonafide Quarterly-Update Q1 2025

The Bonafide Global Fish Fund posted a positive performance of +4.72% in EUR over the first quarter of 2025, driven by an exceptionally strong January and a renewed investor focus on defensive real sectors such as Fish & Seafood. The fund confirmed its role as a stable satellite investment in a volatile market environment.

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