Research library

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....

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....

The PEP Credit Active Income Fund (the “Fund”) is an unlisted unit trust available to Wholesale investors. Pacific Equity Partners Capital Solutions Pty Limited is the ‘Manager’. The Fund is a cash plus investment strategy....

In this edition of the IIR LMI Monthly Update we take a look at the key news in August as well as the pricing and performance of LMIs. ...

In the edition of the IIR LMI Monthly Update we take a look at the key news in July 2025 as well as the performance of LICs and LITs over the FY25 period....

In this edition of the IIR LMI Monthly Update we take a look at the key news in June 2025 as well as whether now is the time to be investing in small caps....

In this edition of the LMI Monthly Update we take a look at the key news in May 2025 as well as take a look at LICs and LITs that have exhibited a low beta portfolio since listing when compared to the broader equity market. ...

In this edition of the LMI Monthly Update we take a look at the key news in April 2025 as well as take a look at some trade ideas given the current dislocation across the market....