Professional
Added to YB: 2026-05-06
Pitch date: 2026-04-30
BUR [neutral]
Burford Capital Limited
+5.41%
current return
Author Info
Caro-Kann Capital is a research-intensive investment firm focused on small cap stocks. Visit the website.
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
$1.1B
Pitch Price
$4.99
Price Target
N/A
Dividend
2.40%
EV/EBITDA
16.16
P/E
18.57
EV/Sales
8.63
Sector
Financial Services
Category
special_situation
Caro-Kann Capital Portfolio Holding: Burford Capital Limited
BUR (holding update): YPF litigation lost on appeal (was 85/15 favorable, now pursuing rehearing/arbitration). YPF was upside optionality, not core thesis. Core litigation finance platform remains durable with strong growth/cash generation. Position marginally profitable gross but poor return on time.
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