Curmudgeon’s Corner

James’s perspective has long been aligned with the principles that underpin ACR’s investment philosophy: an absolute return objective, disciplined underwriting, independent thinking, and a steadfast focus on capital preservation. His writing has helped shape investor understanding of market cycles, valuation, risk, and the role behavioral biases play in investment decision-making. Through Curmudgeon’s Corner, he will share original insights on markets, investor behavior, valuation, and the enduring principles of sound investing.