2025 YEAR IN REVIEW & 2026 STRATEGIC OUTLOOK

PREPARED BY: DJ Dantas - Founder & CIO

Executive Summary

2025 was a foundational year for Solvane Strategies. The firm progressed from concept and research framework into a functioning, multi-strategy investment platform with tested infrastructure, validated quantitative research, and a clearly defined roadmap for scale.

Throughout the year, our focus was deliberate: prioritize process, repeatability, and infrastructure over premature asset gathering. As a result, Solvane exits 2025 with a robust quantitative signal engine, multiple strategies in varying stages of development, an emerging performance record, and a differentiated AI-first operating model.

Looking ahead to 2026, our objectives are equally disciplined: transition from research heavy build mode into measured capital deployment, expand AI and compute capabilities, welcome additional team members, continue strategy diversification, and onboard aligned limited partners.

2025 Highlights

In 2025, Solvane focused on the origination, development, and validation of our core AI platform and quantitative trading strategies. Key Accomplishments Include:

• Construction of proprietary AI research stack to assist in investment research, hypothesis testing, and risk management.

• Early stage live/paper trading results demonstrated consistency with model expectations (gross of fees and broker commissions).

• Early relationships with service providers and capital partners; $20mm in signed LOI’s from aligned LPs.

• Assembled a growing circle of advisors, operators, and experienced investors who provide feedback and insight into fund operations, capital raising, and ongoing challenge to assumptions.

Fund performance in 2025:

• Testing Period: June 2025 - December 2025

• Return: 26.5%

• Sharpe ratio: 4+

• Volatility range: of 8-11%

• Average Drawdown: 1.73%

Solvane was architected from inception as an AI-first investment firm, not merely a multi-strategy fund that “uses AI.” AI is embedded across research, execution, risk monitoring, and operational workflows to scale intellectual output while preserving accountability and discipline.

2026 Outlook

In 2026, Solvane will transition from build-mode into measured deployment. Priorities include team expansion, multi-strategy development, AI compute scaling, deeper automation of risk and operations, and intentional LP engagement.

Strategic priorities and key areas of focus for 2026:

• Further development of AI-driven and quantitative trading algorithms.

• Intentional team expansion while maintaining a lean, automation-driven operating model.

• Scaling AI compute and automation to support deeper research, faster iteration, and strategy development.

• Expansion of discretionary macro expressions across equities, rates, FX, volatility, and derivatives.

Strategy & Platform Roadmap

As part of the 2026 roadmap, Solvane is expanding research into tax-aware portfolio construction, with the objective of improving after-tax outcomes for US based investors.

LP Engagement

Solvane is engaging a focused LP pipeline of family offices, UHNW investors, and strategic capital partners who recognize the need for investment platforms that combine systematic rigor with discretionary judgment, enabled by proprietary AI. Our goal is alignment with partners who view this hybrid, forward-looking model not as an experiment, but as a necessary evolution in navigating increasingly complex and dynamic markets.

Capital intake will remain capacity and process driven. Our focus is not asset accumulation, but on long-term partnerships. Ensuring Solvane meaningfully complements portfolios, meets investors needs and expectations, and adds meaningful value beyond incremental exposure.

Closing Perspective

We believe the work done in 2025, building systems, validating research and trading, and resisting premature scaling, materially improves the probability of long-term success.

2026 is about expanding thoughtfully while protecting what has been built. We appreciate the support, guidance, and trust of those who have been part of this journey and look forward to continued dialogue as Solvane enters its next phase.

We appreciate the support, guidance, and trust of those who have been part of this journey and look forward to continued dialogue as Solvane enters its next phase.