Complete The Mosaic: Integrated Data and Analysis for Energy Markets
During my ten years investing at Citadel, my goal was to gather all possible information to see the whole picture and “complete the mosaic”. Every analyst on my team and every system focused on delivering comprehensive answers – only generating datapoints with a quantifiable impact on our investment case.
As our systems became more complex, I found myself spending more time on this process, which led me to create Complete the Mosaic.
Complete the Mosaic ('CTM') is an integrated data and software tool, giving decision-makers cutting edge fundamental analysis, instantly, at a fraction of the cost that it would take a single institution or team to replicate.
Our mission is to deliver the insights equivalent to a team of best-in-class commodity analysts: all relevant source data, comprehensive tools for tracking market developments in real time, a supply-demand and pricing model, and clear and concise model outputs. In addition to user-driven customizable model cases, we also include a Complete the Mosaic view of the most likely market scenario with human research overlay led by our Founder. No output is 'black box', everything is transparent and auditable.
Our focus is energy with the platform currently covering European gas and power, worldwide LNG, and US gas and power where we aim to provide all the data and analysis you need to invest in those markets.
The platform is built for anyone with exposure to these sectors. Hedge funds and asset managers use it for a differentiated view and as a substitute for an in-house commodity research team. Corporates use it to inform hedging programmes and strategic planning. Long-term investors use it to parameterise investment cases against a credible forward view. Physical traders use it for the high quality research and an alternative to legacy data providers. What connects them is the same thing: every assumption behind our numbers is visible and adjustable, so you can stress-test our view against yours, like for like, on the handful of unknowns that actually move the price.