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Langdon Global Smaller Companies's investment thesis on Burford Capital ($BUR) — Q4 2025 | Buyside Digest

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$BURNYSEBurford Capital

BULL

Langdon Global Smaller Companies—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

The Langdon Global Smaller Companies Portfolio registered a -0.5% return in Q4 2025, bringing its full-year performance to 6.9%. While the Q4...

— Greg Dean

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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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