Quarterly-Update Q2 2026

On July 15, 2026, 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

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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