- Burford Capital is the global leader in litigation finance but the market is still suspicious about its results.
- The complexity of its business model, along with very peculiar accounting used to present results, is keeping investors away from this high-quality name.
- The future outlook is positive, following record commitments reported in the last report, and rising ROIC.
- Burford Capital is surely a smart buy to get exposure to litigation finance and it is set to provide uncorrelated alpha-rich returns between 12% and 22% per year.
For further details see:
Burford Capital: When Complexity Generates Opportunities