Publications

Quarter 3 – September 2024

Quarter 1 – March 2024

Quarter 3 – September 2023

Quarter 1 – March 2023

Quarter 3 – September 2022

Quarter 1 – March 2022

Quarter 2 – June 2024

Quarter 4 – December 2023

Quarter 2 – June 2023

Quarter 4 – December 2022

Quarter 2 – June 2022

Picture Philipp Hämmerli

Webinars

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. The webinars are freely accessible to all interested persons and are also recorded for later viewing.

The next dates:

Bonafide quarterly webinar Q4 January 21, 2025

Bonafide quarterly webinar Q1 April 23, 2025

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.

July 23, 2024

Bonafide quarterly webinar Q2 2024

Welcome to the Bonafide Update for the second quarter of 2024. In this summer edition, we reflect on the past three months, discuss the environmental impact of aquaculture, and analyze four significant portfolio companies. Our companies are more resilient than ever, yearning for a semblance of normalcy. Not an idealized "Goldilocks scenario"—just a normalized environment, a finally calm sea.

The Potential of the Ocean

The potential for food security and creating value from the living resources in the sea seems endless. Today more than 100 million tonnes of algae, fish, crustaceans and other organisms are caught or farmed in the sea every year. More than three billion people get at least 20 percent of their animal protein from fish.

Even greater innovation drivers and values lie dormant in other practical aspects: Nutritional supplements from microalgae, natural cosmetics with seaweed, enzymes for the production of textile dyes, cartilage cells made from jellyfish collagen, antimicrobial coatings on prosthetics, and generating energy with hydrogen from algae.

Bonafide analyses these trends and finds attractive investment opportunities for you.

The Potential of the Ocean

Read more here about the enormous potential of the oceans.

Summer interview

Fish, Seafood & the Ocean: Investing in the Blue Economy - Marco Berweger in the Summer Interview.

The Fish Age: A Success Story

There are endless investment opportunities in the fish & seafood sector; indeed, the entire industry is still in a deep sleep. "We invest in the entire value chain of fish and believe the age of fish has only just begun," says Christoph Baldegger, Founder of Bonafide.

Book Tip

The Book of Eels by Patrik Svensson

The riddle of the eel echoes every human question: Where do I come from? Where am I going? – "A literary sensation".

Never in his childhood was Patrik Svensson as close to his father as when they were fishing for eel. As an adult, he realised that he cannot trace the memories his father without looking for the fish that bound them together and about which we know surprisingly little to this day. Svensson creates a poetic and exciting natural and cultural history of eels, from Aristotle and Sigmund Freud to Günter Grass and Rachel Carson, and connects it with his personal story. In a journey with many twists and turns, the riddle of the eel becomes symbolic for life itself. And the Gospel of the Eels is a great, stunning story about a strange animal and a life spent searching.

Book tip - The Book of Eels