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

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!

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