Investors with a penchant for small caps may know of Simon Conn, the long-standing senior portfolio manager of  Investors Mutual's small and mid-cap funds. Having run the Value shop's small-cap strategies for more than two decades and seen many corrections, crises, and rotations during this time, Conn believes we're shifting towards a more "fundamentals-based market".

In this wire, Conn discusses three stocks he's been buying on the back of the recent market sell-off, a long-term holding that has lost its shine, and how he is reacting to events overseas.

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