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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 3, 2024 | Ace River Capital | 2.0% | 0.0% | DSHK, RICK, VOXR | - | View | ||
| 2024 Q3 | Oct 23, 2024 | Ace River Capital | 2.0% | 0.0% | DSHK, HZO, RICK, VOXR | - | View | ||
| 2023 Q3 | Oct 13, 2023 | Ace River Capital | 2.0% | 0.0% | DSHK, HZO, RICK | - | View | ||
| 2025 Q4 | Jan 30, 2026 | Ace River Capital | -4.6% | -22.0% | DSHK, GLFE, HZO, RICK, VOXR | Concentration, gold, real estate, royalties, small caps, value | Gold prices continue to reach record highs, driven by inflation concerns, geopolitical instability, and inconsistent trade and fiscal policy. Vox Royalty's royalty-based business model provides leveraged exposure to these trends while avoiding the capital intensity and operational risks faced by traditional mining companies. Markets continue to reward a narrow group of large-cap technology companies, while small-caps remain broadly ignored. History suggests these periods of dislocation tend to create some of the best long-term opportunities. | DSHK GLFE HZO RICK VOXR |
View |
| 2023 Q2 | Sep 7, 2023 | Ace River Capital | 2.0% | 0.0% | DSHK, RICK | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Fund Letters | Nicholas D’Agnillo | Drive Shack Inc. | Consumer Discretionary | Leisure Facilities | Bull | Dubai Financial Market | asset monetization, illiquidity, Optionality, restructuring, Special situations | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||