Publications

Quarter 2 – June 2025

Quarter 4 – December 2024

Quarter 2 – June 2024

Quarter 4 – December 2023

Quarter 2 – June 2023

Quarter 4 – December 2022

Quarter 2 – June 2022

Quarter 1 – March 2025

Quarter 3 – September 2024

Quarter 1 – March 2024

Quarter 3 – September 2023

Quarter 1 – March 2023

Quarter 3 – September 2022

Quarter 1 – March 2022

Picture Philipp Hämmerli

Bonafide Insights

Each quarter, our team of experts provides information about the development of our funds and the sector, reports about our continued commitment to sustainability, and provides an outlook for the future. Our interviews on current market trends and topics are already available on YouTube and open to everyone.

The next publications:

Quarterly-Update Q3 2025 October 15, 2025

Quarterly-Update Q4 2025 January 20, 2026

July 14, 2025

Bonafide Quarterly-Update Q2 2025

Following a strong start to the year, the Bonafide Global Fish Fund came under pressure in the second quarter. The fund declined by −6.22% (EUR) in Q2 and −1.79% for the first half of the year. This development was primarily driven by geopolitical tensions and currency effects. Our portfolio companies remain operationally resilient. At the same time, attractive valuations, growing salmon exports to Asia, and dynamic investment activity in the aquaculture sector are opening up new opportunities for long-term value creation.

April 10, 2025

Bonafide Quarterly-Update Q1 2025

The Bonafide Global Fish Fund posted a positive performance of +4.72% in EUR over the first quarter of 2025, driven by an exceptionally strong January and a renewed investor focus on defensive real sectors such as Fish & Seafood. The fund confirmed its role as a stable satellite investment in a volatile market environment.

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The Potential of the Ocean

Seafood is the fastest-growing food sector. With an investment potential of up to USD 1.5 trillion by 2050, it offers an attractive environment for sustainable returns driven by aquaculture, innovation, and rising protein demand.