News•Feb 27, 2026
Burford Capital – Back From the Dead?
Burford Capital, the world’s largest litigation‑finance firm, presented a refreshed investment case at an online conference, highlighting its expanding portfolio and a strategic shift beyond the high‑profile YPF dispute. While the YPF claim—still pending collection—has driven past volatility, the company now emphasizes a $11.5 bn claim against Greenland and Denmark and a broader capital‑solutions narrative. 2025 results showed a 39% jump in new commitments and a 20% portfolio increase, yet the stock slipped 6% on the day of release. The analyst argues the stock trades at UK‑value levels despite its US‑growth profile.
