Burford Capital Limited (BUR) Share Price Affected by YPF Judgment Against Argentina

Group 1: Alphyn Capital Management Overview - Alphyn Capital Management's Master Account returned 3.0% net in Q3 2025, compared to 8.1% for the S&P 500 Index [1] - As of Q3 2025, the top ten holdings accounted for approximately 68% of the portfolio, with around 17% held in cash [1] - The market narrative in the quarter was influenced by AI advancements, credit cycles, and geopolitical uncertainty [1] Group 2: Burford Capital Limited Analysis - Burford Capital Limited (NYSE:BUR) experienced a one-month return of -6.77% and a 52-week loss of 17.23%, closing at $11.29 per share with a market capitalization of $2.47 billion on October 27, 2025 [2] - The share price performance of Burford Capital is significantly affected by the $16 billion YPF judgment against Argentina, with a turnover order issued by US District Judge Preska [3] - The US Department of Justice filed an amicus curiae brief arguing that seizing a sovereign nation's controlling stake would violate principles of sovereign immunity, leading to a stay of Judge Preska's order by the US Second Circuit Court of Appeals [3]