Seems like Poet would be an ideal candidate for Smedley's Special Opportunities Fund:

http://www.mmainvestments.com/alternative-funds/smedley-special-opportunities-fund

Investment Objective

The investment objective of the Fund is to achieve superior long-term investment returns primarily through capital appreciation in a portfolio of mostly equity and equity-linked securities.

Investor Profile

An investor in the Smedley Special Opportunities Fund is an accredited investor willing to assume more volatility in return for greater long-term capital appreciation. Investors should have a minimum five year horizon.

• Investing in securities regarded as special opportunities by virtue of having special features or being strongly linked with special events, corporate or otherwise, or experiencing special situations or a change in an issuer’s business