Bonafide Quarterly Webinar Q2 2022

During the volatile and uncertain times in the market, the Fish & Seafood sector was one of the few relative winners in the first half-year 2022. Due to the preponderance of producers and suppliers in the portfolio, the Bonafide Global Fish Fund is currently benefiting from the higher protein prices. Admittedly, commodity inflation is also affecting fish farmers (feed), but sales prices are rising faster than costs. At the moment, producers are therefore able to achieve excellent margins and continue to grow.

Quarterly update June 2022

Slide desk quarterly webinar June 2022

Previous webinars

January 20, 2025

Bonafide Quarterly Update Q4

We’re pleased to share with you our latest fund update in our newest format. If you have any questions or need further information, we will be glad to address them personally. Stay tuned in the coming days for the publication!

October 22, 2024

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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