VOXR - Ace River Capital - Vox Royalty: Capturing Upside In Commodity Prices With Less Risk

2024-02-04 06:20:00 ET

Summary

• I believe I found a company that fits with the strategy and looks to be a perfect fit for the fund in Vox Royalty Corp.
• This is attractive as an asymmetric risk/reward tied to commodity prices.
• Investing in Vox may also provide some recession protection with its exposure to gold prices.

The following segment was excerpted from this fund letter.

Vox Royalty Corp. ( VOXR )

I have been exploring companies involved in metals and mining, hoping to find an opportunity. I believe I found a company that fits with the strategy and looks to be a perfect fit for the fund in Vox Royalty Corp....

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