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Soumya Eswaran
Wed, July 29, 2026 astatine 7:42 AM CDT 3 min read
Ace River Capital, an concern absorption company, released its second-quarter 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. Ace River Capital Partners reported a +6.25% instrumentality successful the archetypal fractional of 2026, trailing the S&P 500's +9.55% and Russell 2000's +22.57% returns. Despite short‑term underperformance, the money emphasizes long‑term compounding done concentrated investments successful undervalued businesses with durable economics. The strategy remains diligent and disciplined, avoiding software, finance, and security businesses successful favour of asset-backed businesses with scarcity value. In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.
In its Q2 2026 capitalist letter, Ace River Capital highlighted Vox Royalty Corp. (NASDAQ:VOXR). Vox Royalty Corp. (NASDAQ:VOXR) is simply a mining royalty institution based successful Westminster, Colorado. On July 28, 2026, Vox Royalty Corp. (NASDAQ:VOXR) closed astatine $4.26 per share, reflecting a marketplace capitalization of $293.52 million. Vox Royalty Corp. (NASDAQ:VOXR) posted a one-month instrumentality of -9.94%, portion its shares gained 35.24% implicit the past 52 weeks.
Ace River Capital stated the pursuing regarding Vox Royalty Corp. (NASDAQ:VOXR) successful its Q2 2026 capitalist update:
"Since initiating a presumption successful Vox Royalty Corp. (NASDAQ:VOXR) successful Q4 2023, it has grown into the Fund's largest holding and my largest investment. Vox's royalty exemplary provides diversified vulnerability to high-quality mining assets without assuming the operating oregon superior requirements of excavation ownership. Management has continued to grow the royalty portfolio portion maintaining a blimpish equilibrium sheet. I judge the accidental to repurchase shares astatine existent prices offers an charismatic avenue for per-share worth creation, further enhancing semipermanent compounding. My condemnation has accrued materially during the year. I proceed to judge the shares commercialized astatine a important discount to intrinsic worth and presumption Vox arsenic 1 of the astir charismatic semipermanent compounders successful the nationalist markets."
Vox Royalty Corp. (NASDAQ:VOXR) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 11 hedge money portfolios held Vox Royalty Corp. (NASDAQ:VOXR) astatine the extremity of the archetypal quarter, compared to 13 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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