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LLOYD Capital - Focused Equity Strategy's investment thesis on Burford Capital ($BUR.L) — Q1 2026 | Buyside Digest

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$BUR.LNASDAQBurford Capital

BULL

LLOYD Capital - Focused Equity Strategy—BUR.L

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$320.40USD

-0.5% vs last month

$312.60Pitched

+2.5% since pitch

Market Cap$692.7M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

On March 27th, near the end of the quarter, the Second Circuit Court of Appeals reversed the district court's $16.1 billion award in the YPF cases. Burford's stock was...

— Thomas Küpfer (CIO), Moritz Solèr (CEO)

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