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Revisiting Focus Capital’s, City Different’s Theses for Burford Capital

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Michelle deBoer-Jones
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Burford Capital BUR
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Burford Capital (NYSE:BUR) (LON:BUR) has been in the news off and on over the past year, especially in connection with its case involving YPF in Argentina. Unfortunately, all that drama may be working against the company’s stock price, which hasn’t moved much over the past year. However, a number of hedge funds continue to hang onto the stock, seeing tremendous value in its pending cases.

Mordechai Yavneh of Focus Capital featured Burford Capital in the Q4 2023 issue of “Hidden Value Stocks,” while Rob MacDonald of City Different Investments highlighted it in the Q1 2024 issue. More recently, Rocklinc highlighted the firm in its Q3 2024 letter.

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.