Soumya Eswaran
3 min read
In This Article:
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund returned around -12% net of fees and expenses, trailing the Russell 2000 by approximately 2% in large part. The Q1 letter focused on President Trump’s Liberation Day and the attendant tariff policies rather than company fundamentals. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its first-quarter 2025 investor letter, Greenhaven Road Capital highlighted stocks such as Burford Capital Limited (NYSE:BUR). Burford Capital Limited (NYSE:BUR) offers legal finance products and services. The one-month return of Burford Capital Limited (NYSE:BUR) was -4.99%, and its shares lost 5.54% of their value over the last 52 weeks. On May 21, 2025, Burford Capital Limited (NYSE:BUR) stock closed at $13.12 per share with a market capitalization of $2.87 billion.
Greenhaven Road Capital stated the following regarding Burford Capital Limited (NYSE:BUR) in its Q1 2025 investor letter:
"Burford Capital Limited (NYSE:BUR) – Burford finances litigation and there are virtually no tariff impacts on the company. During economic downturns, companies are typically more likely to turn to external financing for their litigation. We attended Burford’s recent investor day, which happened to be the day following “Liberation Day” (link to slides), and management agreed that the tariffs should not impact their core business.
An accountant meticulously going over documents in her office, exemplifying the company's commitment to accuracy and detail.
Burford Capital Limited (NYSE:BUR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held Burford Capital Limited (NYSE:BUR) at the end of the fourth quarter compared to 22 in the third quarter. While we acknowledge the potential of Burford Capital Limited (NYSE:BUR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.
