Credit-Focused Investment Advisor

Navigating
Structured Credit

Poet Hill Capital Management specializes in residential mortgage-backed and asset-backed securities, deploying capital through deep credit analysis, proprietary data modeling, and disciplined risk management.

Asset Class
RMBS
Residential Mortgage-Backed Securities
Asset Class
ABS
Asset-Backed Securities
Asset Class
SPECIAL SITUATIONS
Niche event-driven opportunities in structured credit
Residential Mortgage-Backed Securities (RMBS)Asset-Backed Securities (ABS)Special SituationsCatalyst-Driven InvestmentsBondholder ActivismCapital Relief TransactionsQuantitative Data ModelingIndenture & Governing Agreement AnalysisDrawdown StructuresSeparately Managed AccountsDistressed Credit OpportunitiesDeep Credit AnalysisMarket Dislocation StrategiesSecuritized Credit ExpertisePrivate Equity Style DeploymentResidential Mortgage-Backed Securities (RMBS)Asset-Backed Securities (ABS)Special SituationsCatalyst-Driven InvestmentsBondholder ActivismCapital Relief TransactionsQuantitative Data ModelingIndenture & Governing Agreement AnalysisDrawdown StructuresSeparately Managed AccountsDistressed Credit OpportunitiesDeep Credit AnalysisMarket Dislocation StrategiesSecuritized Credit ExpertisePrivate Equity Style Deployment

Independent. Credit-Focused.
Analytically Rigorous.

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.

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Investment Vehicles

Three Paths to
Capital Deployment

01

Opportunistic Credit

Our flagship strategy pursues opportunistic investments across non-agency RMBS, consumer ABS, and select agency sectors.

02

Core Strategy

An evergreen, monthly-liquid strategy focused primarily on investment-grade securitized credit, emphasizing consistent income, capital preservation, and low volatility.

03

Separately Managed Accounts

Tailored investment solutions for clients with unique objectives, offering customized exposure to structured credit with full portfolio transparency.

Markets

Sectors We
Operate In

01Residential Mortgage-Backed Securities (RMBS)
02Asset-Backed Securities (ABS)
03Special Situations

Ready to Learn More?

Speak with our investor relations team about how Poet Hill Capital can serve your investment objectives.