Bonafide Quarterly Webinar Q4 2022

Despite the threat of recession, there were no major drops in demand in the fourth quarter. Unchecked high demand met a shortfall in supply. This drives up prices in the short term, but in the long term it encourages investment and innovation. The existing portfolio companies will continue to generate cash flows and pay dividends even in uncertain times. A defensive positioning is to be welcomed in the current market phase.

Webinar topics

  • Overview & fund performance [01:00]
  • Our predictions for 2023 [09:40]
  • Update Resource Tax Norway [13:12]
  • Cash flows in the portfolio [21:33]
  • Impressions Chile research trip [26:18]
  • Update sustainability / Article 8 vs. 8+ [34:33]
  • Synthesis [42:45]

Quarterly update December 2022

Slide desk quarterly webinar Dezember 2022

Previous Insights

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.

November 13, 2025

Bonafide at the Fondsgipfel Academy – Fish & Seafood: Markets, Demand and Controversies

Understanding global Fish & Seafood markets. At the Fondsgipfel Academy, our CIO explains why aquaculture and marine proteins rank among the most compelling investment themes of our time.

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