Bonafide Quarterly Webinar Q3 2022

The Bonafide Global Fish Fund maintained its satellite character in July and August. At the end of September, the Norwegian government shocked the domestic salmon industry by announcing a 40% resource tax. The market reacted strongly. The endurance for patient investors is once again being strained. However, the risk of further price losses with Norwegian stocks has been reduced to a minimum and the underlying trends remain.

Quarterly update September 2022

Slide desk quarterly webinar September 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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