Vahan Janjigian is Chief Investment Officer at Greenwich Wealth Management, LLC, and Editor of the Money Masters Stock Report investment newsletter. He previously served as Chief Investment Strategist at Forbes magazine and Editor of the Forbes Special Situation Survey investment newsletter.

According to Hulbert Interactive, Vahan’s stock picks generated an annualized return of 18% during the 10 years ending in December 2012, making him the #1 stock picker of the more than 200 that Hulbert follows.

Vahan holds a Ph.D. in Finance, as well as the Chartered Financial Analyst designation. He had a distinguished academic career, having served on the faculties of several universities, including the University of Delaware, Northeastern University, the American University of Armenia, and Boston College, where he taught courses in corporate finance, financial theory, investments, accounting, and economics. He continues to teach courses in equity analysis to business executives in Singapore and New York City through Baruch College’s Zicklin School of Business.

Vahan has published his scholarly research in numerous academic and professional journals; and he has served as an expert witness on matters involving portfolio management, suitability, and hedge fund manager compensation. He has been quoted in leading newspapers and magazines, including Barron’s, Forbes, The Wall Street Journal, and USA Today; and he has appeared as a guest commentator on various television and radio networks, including Fox, CNBC, MSNBC, and CBS Radio. Vahan is the author of Even Buffett Isn’t Perfect, published by Penguin in 2008, and co-author of The Forbes/CFA Institute Investment Course, published by Wiley in 2011.

Show Notes:

• Outlook for the economy
• The S&P 500 has almost tripled in value since its March 2009 low when we were in the throes of the financial crisis; yet it’s not because the economy has done particularly well. How do you explain this incredible bullishness for stocks during a time when the economy was struggling?
• It looks like the Fed’s unprecedented program of quantitative easing will end in October when it stops buying Treasury bonds and mortgage-backed securities. Does this mean that we are finally going back to a normal state when it comes to Fed policy?
• Your firm, Greenwich Wealth Management, has almost $2 billion in assets under management. When it comes to managing your clients’ portfolios, what would you say has been your biggest challenge in recent periods?
• In addition to managing portfolios for your clients, you also publish the Money Masters Stock Report and you have been ranked as the #1 stock picker by Hulbert Interactive. Can you explain your stock-picking process?
• When it comes to picking stocks, how much attention do you pay to geopolitical events?
• There has been a lot of talk about so-called tax inversions. Do you think Congress should pass legislation that prevents U.S. companies from leaving?

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