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Value Investing Congress: Investing with Conviction

By: Wyatt Investment Research
Posted: 9/17/2013 11:33:00 AM
Referenced Stocks: GUID;INAP;RLD

By his own admission, Dan Miller looks like he's about 12 years old. Nevertheless, he presides over an investment firm of 35 analysts, called Gabelli Funds .

Miller talked about his mutual fund at the Value Investing Congress today. The fund invests in between 25 and 35 companies, with 50% of the capital in five positions. Gabelli only invests in companies with an identifiable catalyst in the next three to 18 months. "Investing with conviction," Miller calls it.

Miller presented three investment ideas about which he has strong convictions:

Real D ( RLD ):

InterNap ( INAP )

Guidance Software ( GUID )