Quarterly-Update Q1 2027

On April 15, 2027, 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 Insights

October 13, 2026

Bonafide Quarterly Update Q3 2026

Stock selection and operational recovery: The Bonafide Global Fish Fund returned +6.34% in EUR in Q3 2026, taking its year-to-date gain to +9.04%. The Quarterly Update examines the recovery in Norwegian salmon producers, recent portfolio decisions and the value potential of AKVA Group. The Deep Dive explores the balance between more affordable salmon and rising feed costs.

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.

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