Core Insights - IAMGOLD (IAG) was trading at nearly $9.50 in August and has shown signs of improvement due to the Cote Gold asset [1] Company Analysis - The Cote Gold project is expected to significantly impact IAMGOLD's performance, contributing to an increase in asset value [1] - The company is positioned to benefit from macroeconomic trends and local market dynamics in Argentina, which may enhance its valuation [1] Investment Philosophy - The investment approach focuses on underfollowed or undervalued companies, emphasizing long-term opportunities and structural value [1]