Bonafide quarterly webinar Q1 2021

«At the stock exchange, 2 times 2 is never 4, but 5 minus 1. You just gotta have the nerve to accept and endure the minus 1.» - André Kostolany

The hope that the corona pandemic will end soon is boost-ing the fish & seafood sector.
We are now at the beginning of the end. The vaccines avail-able are working and are being distributed. Accordingly, there is increasing hope that the measures will be relaxed soon. This also boosted the fish & seafood sector in the first quarter of 2021. Numerous companies that were trading significantly lower at the end of the year than before the outbreak of COVID-19, had a strong first quarter. The price of salmon recovered from the lows in October 2020 and also gave some portfolio companies a tailwind. This positive development is reflected in the excellent performance of our flagship fund, the Bonafide Global Fish Fund EUR, which rose by 10.23% in the first three months. Traditionally, a lot of fish is consumed during Easter. This drove short-term demand up further.

Learn more about the enormous potential and watch the webinar.

Quarterly update March 2021

Slide deck quarterly webinar Q1 2021

Previous webinars

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Bonafide quarterly webinar Q3 2024

In the Bonafide Update for Q3 2024, we provide an overview of the Fish & Seafood sector and the performance of our Global Fish Fund, which has risen by 6.83% since July. We analyze MOWI's strategy, carry trades in Japan, innovative aquaculture technologies, and relevant political developments in Norway, Chile, and Canada. Discover why the sector continues to offer attractive investment opportunities.

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