Bonafide Quarterly Webinar Q1 2022

Investors in the Bonafide Global Fish Fund have been rewarded for their patience. Cargill's entry into salmon farming in Chile through the acquisition of a 24.5% stake in Multi X has really kick-started the race to provide the most sustainable source of animal protein. Not only were we right in our stock selection (Multi X), but we pointed out months ago that supply growth would remain low for some time, which has already caused salmon prices to rise. After two lean years, we can see light at the end of the tunnel and are confident of “landing a good haul” for the next few years.

Quarterly update March 2022

Slide desk quarterly webinar March 2022

Previous Insights

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.

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.

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