Bonafide quarterly webinar Q1 2021

«At the stock exchange, 2 times 2 is never 4, but 5 minus 1. You just gotta have the nerve to accept and endure the minus 1.» - André Kostolany

The hope that the corona pandemic will end soon is boost-ing the fish & seafood sector.
We are now at the beginning of the end. The vaccines avail-able are working and are being distributed. Accordingly, there is increasing hope that the measures will be relaxed soon. This also boosted the fish & seafood sector in the first quarter of 2021. Numerous companies that were trading significantly lower at the end of the year than before the outbreak of COVID-19, had a strong first quarter. The price of salmon recovered from the lows in October 2020 and also gave some portfolio companies a tailwind. This positive development is reflected in the excellent performance of our flagship fund, the Bonafide Global Fish Fund EUR, which rose by 10.23% in the first three months. Traditionally, a lot of fish is consumed during Easter. This drove short-term demand up further.

Learn more about the enormous potential and watch the webinar.

Quarterly update March 2021

Slide deck quarterly webinar Q1 2021

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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