Soumya Eswaran
Tue, February 10, 2026 astatine 7:46 AM CST 3 min read
Ace River Capital, an concern absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q4 2025, the Fund returned -4.55% compared to the S&P 500’s (SPX) +2.7% instrumentality and the Russell 2000’s (RTY) +2.2% return. The Fund has delivered -21.95% for the afloat twelvemonth compared to +18.0% and +12.8% returns for the indexes, respectively. The steadfast attributed the unfavorable outcomes successful the twelvemonth to valuation pressures and unsocial events. Ace River Capital is simply a highly concentrated portfolio of small- and micro-cap businesses with resilient fundamentals, a coagulated plus base, and important reinvestment potential. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.
In its fourth-quarter 2025 capitalist letter, Ace River Capital highlighted stocks specified arsenic Vox Royalty Corp. (NASDAQ:VOXR). Vox Royalty Corp. (NASDAQ:VOXR) is simply a mining royalty institution based successful Westminster, Colorado. On February 9, 2026, Vox Royalty Corp. (NASDAQ:VOXR) banal closed astatine $5.29 per share. One-month instrumentality of Vox Royalty Corp. (NASDAQ:VOXR) was 8.18%, and its shares are up 116.80% implicit the past 12 months. Vox Royalty Corp. (NASDAQ:VOXR) has a marketplace capitalization of $364.943 million.
Ace River Capital stated the pursuing regarding Vox Royalty Corp. (NASDAQ:VOXR) successful its 4th fourth 2025 capitalist letter:
"Since initiating a presumption successful Vox Royalty Corp. (NASDAQ:VOXR) successful Q4 2023, it has grown into the Fund’s largest holding and has returned astir 160% astatine the clip of writing. Gold prices proceed to scope grounds highs, driven by ostentation concerns, geopolitical instability, and inconsistent commercialized and fiscal policy.
Vox Royalty Corp. (NASDAQ:VOXR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 12 hedge money portfolios held Vox Royalty Corp. (NASDAQ:VOXR) astatine the extremity of the 3rd quarter, up from 9 successful the erstwhile quarter. While we admit the imaginable of Vox Royalty Corp. (NASDAQ:VOXR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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