Professional
Added to YB: 2025-03-07
Pitch date: 2025-01-30
BUR [neutral]
Burford Capital Limited
-36.14%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their 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
$2.0B
Pitch Price
$14.11
Price Target
25.00 (+178%)
Dividend
1.36%
EV/EBITDA
14.00
P/E
23.15
EV/Sales
8.81
Sector
Financial Services
Category
special_situation
Greenhaven Road Capital Main Fund Portfolio Holding: Burford Capital Limited
BUR (update): Litigation finance leader, 27% hist. IRR, 13% case loss rate. 9% insider ownership. YPF case potential $6B+ payout ($25+/share). Argentina's reforms under Milei positive for settlement. Core business strong. 50%+ chance of settlement worth entire 2024 year-end share price within 2 years. Potential for significant share price increase.
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