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How Is GFL Transforming Its Portfolio Beyond Berkshire Hathaway?
3:21pm on Tuesday 25th of November, 2025 AEDT
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Financial Services
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How Is GFL Transforming Its Portfolio Beyond Berkshire Hathaway?
3:21pm on Tuesday 25th of November, 2025 AEDT
Key Points
19.8% total return outperforms MSCI World Index by 3.4 percentage points
Convertible notes conversions strengthen capital base ahead of maturity
Strategic reduction of Berkshire Hathaway exposure to ~50% of portfolio
New investments in ECP Private Growth Fund and three regional Resilient Quality Funds
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GLOBAL MASTERS FUND (ASX:GFL)
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