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 Insights

April 13, 2026

Bonafide Quarterly-Update Q1 2026

Q1 2026 highlights the resilience of focused exposure to the Fish & Seafood sector. The Bonafide Global Fish Fund delivered +3.69% (EUR), significantly outperforming both global equities and the broader food sector. Performance was driven by strong fundamentals, attractive valuations and structural growth across the value chain, reinforcing the long-term investment case for the Blue Revolution.

January 20, 2026

Bonafide Quarterly-Update Q4 2025

The Global Fish Fund delivered a positive performance (+2.39% in EUR) in the fourth quarter of 2025, despite a challenging market environment – reaffirming the resilience of the global Fish & Seafood sector as a sustainable protein solution. With an attractive valuation, solid dividend base, and structural growth potential, the fund offers investors a compelling diversification opportunity for 2026 and beyond. Read more about how even modest capital inflows have led to a significant revaluation among Chilean salmon names.

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