Research library

IIR assesses Ares Strategic Income Fund, Class I USD, using public documents. Structure, income, leverage, valuations and exits are examined, with evidence limits explained. For approved wholesale and professional research clients....

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Revised 3 October 2026: August listed-investment data and issuer developments through 2 October, including the dated Metrics review status, pricing, valuation and performance tables....

IIR's US micro-cap biotechnology newsletter, Issue No. 3, “Count the Shares”: a new share-count rule separating exchange and economic capitalisation, twenty-four companies reviewed across nine therapeutic areas, and the cash-box cohort. No name clears the Core threshold this month. No buy/sell/hold recommendations....

Allient (NASDAQ: ALNT) makes precision motion, controls and power-quality products. Q2 FY2026 brought record orders and margins, led by data-centre demand. IIR base valuation: US$54.00 per share (range US$27–99). Not commissioned....

Gentherm (NASDAQ: THRM) completed its merger with Modine's Performance Technologies business on 1 October 2026, creating a ~US$2.6bn thermal management company. IIR base valuation: US$35.00 per share (range US$23–52). Not commissioned....

2 Oct 2026: MXT, MOT and MDIF ratings remain under review; prior ratings are not reaffirmed. MXT, MOT and MRE lodged FY2026 accounts with unqualified opinions. Lodgement does not establish trading or redemption reopening. IIR does not rate MRE....

IIR's US micro-cap biotechnology newsletter, Issue No. 2, “Breadth Before Fashion”: a sector-balanced screen across fourteen therapeutic areas and an all-new September universe under IIR's seven-factor framework. No buy/sell/hold recommendations....

We are delighted to provide a comprehensive research update on EcoGraf Limited (ASX: EGR). EcoGraf presents a compelling opportunity as an emerging, vertically integrated graphite supplier focused on ex-China markets. The company has made significant...