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 uncertainties related to interest rates, earnings growth to be back on the agenda for 2024 and beyond. Join us as we explore key insights, sector analysis, and what lies ahead for the industry.

00:00 - Introduction
04:38 - Best and Worst Performers
09:03 - Effects of El Niño
13:06 - In-Depth Sector Analysis & Japan Focus
18:26 - Climate Balance & Seafood
25:54 - Closing remarks

Key Takeaways:

  • Earnings growth is the focus in 2024, the headwind from the last 2 years is decreasing, the demand for Blue Foods and the price momentum continue to increase.
  • Carbon footprint - faster to the goal with Seafood! We invest in the leaders, which are at the forefront of sustainability and set standards.
  • The valuation of our Global Fish Fund portfolio is at the level of 2014, dividends and cash flows of the portfolio companies remain above average. All ingredients for an asymmetric risk/return distribution are aligned!
  • Major tailwind from COP28 declaration! #BlueRevolution!

🌐 Whether you're an investor, industry professional, or simply interested in the seafood market's future, this video offers valuable insights and predictions. Watch now to stay ahead and join the #BlueRevolution!

Quarterly update December 2023

Slide desk quarterly webinar December 2023

Previous webinars

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.

October 17, 2023

Bonafide Quarterly Webinar Q3 2023

The fund delivered a return of +2.81% in the third quarter. Currently, the portfolio is trading at a discount of 40%, while numerous companies are achieving record results. Seven out of the ten forecasts made for the seafood sector have already proven to be accurate. Learn more about the current developments in our quarterly webinar.

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