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

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.

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.

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