Bonafide Quarterly Webinar Q2 2022

During the volatile and uncertain times in the market, the Fish & Seafood sector was one of the few relative winners in the first half-year 2022. Due to the preponderance of producers and suppliers in the portfolio, the Bonafide Global Fish Fund is currently benefiting from the higher protein prices. Admittedly, commodity inflation is also affecting fish farmers (feed), but sales prices are rising faster than costs. At the moment, producers are therefore able to achieve excellent margins and continue to grow.

Quarterly update June 2022

Slide desk quarterly webinar June 2022

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.

Comments