Independent. Credit-Focused.
Analytically Rigorous.
A privately held investment advisor specializing in residential mortgage-backed and asset-backed securities.
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 Touch →Our Three Structures
Opportunistic Credit
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.
Core Strategy
An evergreen, monthly-liquid strategy focused primarily on investment-grade securitized credit, emphasizing consistent income, capital preservation, and low volatility.
Separately Managed Accounts
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
Agency and non-agency RMBS across the credit spectrum, including legacy, non-QM, and re-performing loan securitizations.
Consumer and esoteric ABS including auto, and specialty finance securitizations with complex structural features.
Niche, event-driven opportunities where market complexity or legal nuance creates a differentiated investment thesis.
Want to Learn More?
Meet the people behind Poet Hill, or reach out directly to our investor relations team.