Bonafide Quarterly Webinar Q4 2023

Welcome to our 2023 Q4 Bonafide update, where we dive deep into the recent dynamics and future outlook of the global seafood market. Despite a turbulent year influenced by the El Niño phenomenon and uncertainties related to interest rates, earnings growth to be back on the agenda for 2024 and beyond. Join us as we explore key insights, sector analysis, and what lies ahead for the industry.

00:00 - Introduction
04:38 - Best and Worst Performers
09:03 - Effects of El Niño
13:06 - In-Depth Sector Analysis & Japan Focus
18:26 - Climate Balance & Seafood
25:54 - Closing remarks

Key Takeaways:

  • Earnings growth is the focus in 2024, the headwind from the last 2 years is decreasing, the demand for Blue Foods and the price momentum continue to increase.
  • Carbon footprint - faster to the goal with Seafood! We invest in the leaders, which are at the forefront of sustainability and set standards.
  • The valuation of our Global Fish Fund portfolio is at the level of 2014, dividends and cash flows of the portfolio companies remain above average. All ingredients for an asymmetric risk/return distribution are aligned!
  • Major tailwind from COP28 declaration! #BlueRevolution!

🌐 Whether you're an investor, industry professional, or simply interested in the seafood market's future, this video offers valuable insights and predictions. Watch now to stay ahead and join the #BlueRevolution!

Quarterly update December 2023

Slide desk quarterly webinar December 2023

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.

Comments