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

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.

January 20, 2026

Bonafide Quarterly-Update Q4 2025

The Global Fish Fund delivered a positive performance (+2.39% in EUR) in the fourth quarter of 2025, despite a challenging market environment – reaffirming the resilience of the global Fish & Seafood sector as a sustainable protein solution. With an attractive valuation, solid dividend base, and structural growth potential, the fund offers investors a compelling diversification opportunity for 2026 and beyond. Read more about how even modest capital inflows have led to a significant revaluation among Chilean salmon names.

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