New Value Investment Limited - Announcement

Today I am formally announcing plans to close down New Value Investment.

After nearly two years of treatment for cancer, I have decided to step back from full time work and so will not be able to commit the time and energy needed to successfully build out the business and manage client assets in line with the plans that we had in place.

Whilst I remain committed to the philosophy that drove the foundation of NVI - the need for asset management to reshape itself as a force for positive change through a reassessment of value at both a client and an investment level - I will instead be focusing my time on managing my family’s assets rather than those of clients. I nonetheless hope that in the post-pandemic recovery this much-needed transformation will occur at pace across the financial services industry.

Thank you to everyone who has supported both myself and NVI over the past couple of years.

James Bateman
11th May 2022