What Makes Vox Royalty Corp. (VOXR) an Attractive Long-Term Compounder?

Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P 500's +9.55% and Russell 2000's +22.57% returns. Despite short‑term underperformance, the fund emphasizes long‑term compounding through concentrated investments in undervalued businesses with durable economics. The strategy remains patient and disciplined, avoiding software, finance, and insurance businesses in favor of asset-backed businesses with scarcity value. In addition, please check the Fund's top five holdings to know its best picks in 2026.

In its Q2 2026 investor letter, Ace River Capital highlighted Vox Royalty Corp. (NASDAQ:VOXR). Vox Royalty Corp. (NASDAQ:VOXR) is a mining royalty company based in Westminster, Colorado. On July 28, 2026, Vox Royalty Corp. (NASDAQ:VOXR) closed at $4.26 per share, reflecting a market capitalization of $293.52 million. Vox Royalty Corp. (NASDAQ:VOXR) posted a one-month return of -9.94%, while its shares gained 35.24% over the past 52 weeks.

Ace River Capital stated the following regarding Vox Royalty Corp. (NASDAQ:VOXR) in its Q2 2026 investor update:

"Since initiating a position in Vox Royalty Corp. (NASDAQ:VOXR) in Q4 2023, it has grown into the Fund's largest holding and my largest investment. Vox's royalty model provides diversified exposure to high-quality mining assets without assuming the operating or capital requirements of mine ownership. Management has continued to expand the royalty portfolio while maintaining a conservative balance sheet. I believe the opportunity to repurchase shares at current prices offers an attractive avenue for per-share value creation, further enhancing long-term compounding. My conviction has increased materially during the year. I continue to believe the shares trade at a substantial discount to intrinsic value and view Vox as one of the most attractive long-term compounders in the public markets."

Vox Royalty Corp. (NASDAQ:VOXR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 11 hedge fund portfolios held Vox Royalty Corp. (NASDAQ:VOXR) at the end of the first quarter, compared to 13 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.