What smart money is saying about Burford Capital

BUR.L · Financial Services · Asset Management

6 funds in our archive have pitched Burford Capital — most recently Highwood Value Partners in December 2025.

Company profile

Burford Capital Limited, through its subsidiaries, provides legal finance products and services. The company offers asset management services, including core legal finance, complex strategies, and post-settlement finance. The company was incorporated in 2009 and is based in Saint Peter Port, Guernsey.

Fund coverage · 6 theses

Highwood Value Partners
December 2025
Burford Capital is a UK-listed leader in litigation finance with compounding fundamentals, a valuable YPF case, and multiple catalysts while trading well below estimated fair value.
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Alphyn Capital Management
September 2025
Burford Capital is facing uncertainties in its share price due to ongoing litigation with Argentina over a $16 billion YPF judgment, with potential outcomes expected as late as 2027, while its underlying business shows strong capital demand and growth potential.
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Greenhaven Road Capital
June 2025
Burford Capital is a litigation funder with a market cap of $2.5B, holding rights to multiple high-stakes cases, including a $16B judgment against Argentina that could significantly boost its value.
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Greenhaven Road Capital
December 2024
Burford's core business in litigation finance remains strong, but the potential resolution of its $16B YPF case against Argentina could be a game-changer—offering a possible 2x upside if settled favorably.
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Focus CM
December 2024
Burford Capital is a global litigation finance company showing strong operational growth and potential for recovery in stock valuation despite recent legal challenges and a significant ongoing case against Argentina.
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Highwood Value Partners
December 2024
Burford Capital's strong track record in litigation finance, high returns on capital, and the massive upside from its $6.8B YPF claim against Argentina make it a compelling opportunity.
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