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Focus Capital Management's investment thesis on Burford Capital ($BUR) — Q4 2025 | Buyside Digest

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$BURNYSEBurford Capital

BULL

Focus Capital Management—BUR

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$4.43USD

+1.8% vs last month

$8.75Pitched

-49.4% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Burford Capital's core litigation finance business remains highly robust with surging deployments and commitments, making the company fundamentally undervalued even before accounting for major potential legal wins. Recent market panic...

— Mordechai Yavneh

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What other investors think about $BUR, and what else Focus Capital Management is buying.

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Alphyn Capital ManagementBULL

Pitched Oct 1, 2025

Burford's stock has been depressed due to ongoing legal delays surrounding the collection of its $16 billion judgment against Argentina. While the final...

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