Ace River Capital: Vox Royalty Corp. (VOXR) Delivered 160% Since Initial Purchase

Ace River Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Fund returned -4.55% compared to the S&P 500’s (SPX) +2.7% return and the Russell 2000’s (RTY) +2.2% return. The Fund has delivered -21.95% for the full year compared to +18.0% and +12.8% returns for the indexes, respectively. The firm attributed the unfavorable outcomes in the year to valuation pressures and unique events. Ace River Capital is a highly concentrated portfolio of small- and micro-cap businesses with resilient fundamentals, a solid asset base, and significant reinvestment potential. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Ace River Capital highlighted stocks such as Vox Royalty Corp. (NASDAQ:VOXR). Vox Royalty Corp. (NASDAQ:VOXR) is a mining royalty company based in Westminster, Colorado. On February 9, 2026, Vox Royalty Corp. (NASDAQ:VOXR) stock closed at $5.29 per share. One-month return of Vox Royalty Corp. (NASDAQ:VOXR) was 8.18%, and its shares are up 116.80% over the past twelve months. Vox Royalty Corp. (NASDAQ:VOXR) has a market capitalization of $364.943 million.

Ace River Capital stated the following regarding Vox Royalty Corp. (NASDAQ:VOXR) in its fourth quarter 2025 investor letter:

"Since initiating a position in Vox Royalty Corp. (NASDAQ:VOXR) in Q4 2023, it has grown into the Fund’s largest holding and has returned approximately 160% at the time of writing. Gold prices continue to reach record highs, driven by inflation concerns, geopolitical instability, and inconsistent trade and fiscal policy.

Vox’s royalty-based business model provides leveraged exposure to these trends while avoiding the capital intensity and operational risks faced by traditional mining companies.

The company continues to add producing royalties, expand cash flow, and maintain a clean balance sheet. I view Vox as both a long-term compounder and a natural hedge against macro uncertainty. No change in thesis."

Vox Royalty Corp. (NASDAQ:VOXR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 12 hedge fund portfolios held Vox Royalty Corp. (NASDAQ:VOXR) at the end of the third quarter, up from 9 in the previous quarter. While we acknowledge the potential of Vox Royalty Corp. (NASDAQ:VOXR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Vox Royalty Corp. (NASDAQ:VOXR) and shared a list of best precious metal stocks to buy after the U.S. Venezuela mission. In its Q2 2025 investor letter, Ace River Capital shared its optimistic views on Vox Royalty Corp. (NASDAQ:VOXR). In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.