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Bonafide Insights

Our team of experts informs you in our webinars about the development of our funds, news from the sector and the area of sustainability. Of course, you also have the opportunity to ask questions.

Quarterly-Update Q2 2025 July 23, 2025

Quarterly-Update Q3 2025 October 22, 2025

Previous webinars

April 10, 2025

Bonafide Quarterly-Update Q1 2025

The Bonafide Global Fish Fund posted a positive performance of +4.72% in EUR over the first quarter of 2025, driven by an exceptionally strong January and a renewed investor focus on defensive real sectors such as Fish & Seafood. The fund confirmed its role as a stable satellite investment in a volatile market environment.

January 20, 2025

Bonafide Quarterly Update Q4 2024

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.

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.

January 30, 2024

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 interest rate uncertainties, we see the horizon clearing up. Join us as we explore key insights, sector analysis, and what lies ahead for the industry.