Quarterly-Update Q3 2025

On October 15, 2025, we will release our next Quarterly Update, offering a comprehensive review of the past quarter. It will include a summary of the most important market developments, our recent allocation adjustments, and a forward-looking perspective on the Fish & Seafood sector – a dynamic and increasingly relevant industry.

Would you like a personal update already today? We are happy to provide tailored insights at any time – feel free to get in touch.

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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