Markets are trading near all-time highs. Anything with “AI” in its name is soaring, and FOMO is back in full force. At moments like these, it’s worth asking whether an all-out offensive in equities is really the best long-term game plan.

Our inaugural year in live markets showed a close alignment between our models and actual trading results. The strategy transitioned with minimal friction to deliver solid performance, confirming the integrity of our approach in real-world conditions.

The inaugural full year of Sarto Capital Management has drawn to a close. While a year is but a single step in a much longer journey, it serves as a vital milestone for reflection. Since our launch in late March 2025 through the close of March 2026, the strategy has delivered a total return of 14.8%, outperforming the global market by 5.9%. [1]