Subject: Re: Diversifying away from Berkshire
Actually, I'd like to hear from AdrianC again. He alluded to Avantis, which has an expense ratio of .15...performs similar screens without all the work. Can you elaborate a bit more on this AdrianC if you're up on this board? Probably more disciplined that I might be, and avoids the temptation to dump apparent losers prematurely without adhering to the random nature of the sort, which Jim rightly pointed out.