Burford Capital reported results for the fourth quarter of 2023 on March 14th. In this article, I’ll go over everything relevant for analyzing their yearly performance. This shall include portfolio-related information, management’s commentary, my take on the quarter and pertinent thoughts on Burford’s weight in the portfolio I manage. Furthermore, a shift in capital sourcing was made note of in the shareholder letter, on which I will expand accordingly.
That's very interesting to hear Max! I 100% encourage you to do your own research, for my conclusions and takes are biased (as happens with everyone). If you have anything I can help you with, always feel free to email me. Take care my friend!
Great review! After reading your deep dive and doing some research on my side, I'm starting to be pretty interested in Burford.
That's very interesting to hear Max! I 100% encourage you to do your own research, for my conclusions and takes are biased (as happens with everyone). If you have anything I can help you with, always feel free to email me. Take care my friend!