Bonafide quarterly webinar Q3 2021

Patience pays off

Despite two negative quarters in a row, the long-term upward trend of the Bonafide Global Fish Fund remains intact. Since the record high in March 2021, the consolidation phase has cost us a little more than 5% performance. Nonetheless, we remain very optimistic as it is only a matter of time (patience) before some of our “small fish” in the portfolio develop into powerful predatory fish. Rarely in our 10-year history have we seen such attractive entry opportunities.

Quote of the Day:

«When stocks go down and you can get more for your money, people don’t like them anymore.»
-Warren Buffet

Find out more in the video.

Quarterly update September 2021

Slide deck quarterly webinar Q3 2021

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.

Comments