Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-15
BUR [neutral]
Burford Capital Limited
-35.61%
current return
Author Info
No bio for this author
Company Info
Burford Capital Limited provides legal finance products and services worldwide. The company operates in two segments, Principal Finance, and Asset Management and Other Services.
Market Cap
$2.0B
Pitch Price
$13.98
Price Target
31.00 (+244%)
Dividend
1.36%
EV/EBITDA
14.00
P/E
23.15
EV/Sales
8.81
Sector
Financial Services
Category
special_situation
Highwood Value Partners Portfolio Holding: Burford Capital Limited
BUR (holding update): Litigation finance leader with $6.8bn stake ($31/share pre-tax) in $17bn Argentina claim, now stronger after judge ordered YPF handover & IMF deal improved Argentina's ability to pay. Core business ex-YPF at 8.5x earnings, deploying $463M (+23% YoY) with 98% ROI (2x return). Lumpiness creates mispricing.
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