Bonafide Quarterly Webinar Q4 2022

Despite the threat of recession, there were no major drops in demand in the fourth quarter. Unchecked high demand met a shortfall in supply. This drives up prices in the short term, but in the long term it encourages investment and innovation. The existing portfolio companies will continue to generate cash flows and pay dividends even in uncertain times. A defensive positioning is to be welcomed in the current market phase.

Webinar topics

  • Overview & fund performance [01:00]
  • Our predictions for 2023 [09:40]
  • Update Resource Tax Norway [13:12]
  • Cash flows in the portfolio [21:33]
  • Impressions Chile research trip [26:18]
  • Update sustainability / Article 8 vs. 8+ [34:33]
  • Synthesis [42:45]

Quarterly update December 2022

Slide desk quarterly webinar Dezember 2022

Previous webinars

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.

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