Bonafide quarterly webinar Q3 2024

Welcome to the Bonafide Update for Q3 2024

In this webinar, we provide you with a comprehensive insight into the current developments in the Fish & Seafood sector, as well as the performance of our Bonafide Global Fish Fund. We analyze the key trends and opportunities within the Fish & Seafood industry:

  • Overview of fund performance with an increase of 6.83% in EUR since the beginning of July
  • Insights into MOWI's strategy, the world's largest salmon producer
  • Analysis of the impacts of carry trades on Japanese companies in the portfolio
  • Discussion on new technologies in aquaculture, such as underwater cages and post-smolt facilities
  • Outlook on political developments in Norway, Chile, and Canada and their influence on the industry
  • Evaluation of the current fish stock situation and the growing importance of aquaculture

Discover why the Fish & Seafood sector continues to offer attractive investment opportunities and how Bonafide is leveraging these chances for you.

00:00 - Introduction
02:15 - On-site in Frøya, Norway
05:40 - Top/Flop Performers Q3
08:13 - Carry trades - Yen and currency-resilient business models
10:39 - Strategy Update MOWI
20:06 - Assessment of the political situation
22:43 - Current evaluation of the Bonafide Global Fish Fund
24:04 - Health of fish stocks
29:44 - Closing remarks
31:40 - Q&A session

Watch the video now and join the #BlueRevolution!

Quarterly update September 2024

Slide set quarterly webinar September 2024

Previous webinars

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.

April 24, 2024

Bonafide Quarterly Webinar Q1 2024

Welcome to the Bonafide update for the first quarter of 2024. In this edition, we bring you exciting insights from the Seafood Expo in Barcelona, presented by our CIO, Philipp Hämmerli, and our Analyst, Noah Gall. We are also pleased to welcome Oda Djupvik, Equity Research Analyst at Pareto Securities, as our guest. The net asset value of our Global Fish Fund grew by 6.47% in EUR and even by 10.60% in CHF.

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