A Credit-Focused Investment Manager
Poet Hill Capital Management is a credit-focused investment advisor primarily focused on opportunities in the residential mortgage-backed (RMBS) and asset-backed (ABS) securities markets.
We deploy capital across the full liquidity spectrum of securitized credit through our Opportunistic Strategy, Core Strategy, and separately managed accounts — driven by deep fundamental and indenture analysis.
A focus on process and automation allows us to cover a broad number of niche strategies — from catalyst-driven investments to distressed opportunities during market dislocations.
Get in TouchOur Three Structures
Our flagship strategy pursues opportunistic investments across non-agency RMBS, consumer ABS, and select agency sectors The strategy focuses on high cash flow generation and capital appreciation, with disciplined downside control and a rapid return of capital.
An evergreen, monthly-liquid strategy focused primarily on investment-grade securitized credit, emphasizing consistent income, capital preservation, and low volatility.
Customizable mandates tailored to client-specific objectives, offering exposure across opportunistic credit, core income, and relative-value themes with full transparency and direct ownership of assets.
Sectors We Operate In
Residential Mortgage-Backed Securities
Agency and non-agency RMBS across the credit spectrum, including legacy, non-QM, and re-performing loan securitizations.
Asset-Backed Securities
Consumer and esoteric ABS including auto, and specialty finance securitizations with complex structural features.
Special Situations
Niche, event-driven opportunities where market complexity or legal nuance creates a differentiated investment thesis.