Thanks Occam. I agree and think it would be a bumpy ride, but possibly rewarding over a relatively longer time.
I'm still working out the best way to diversify, and this exposure could contribute to that.
A question. Is the information about fund managers public? I know you have said that you evaluate their performance for a crust, but is that information made available only to sophs? I sometimes think that if I don't know about the manager I should just buy indices and remove that risk. I'm using a few etfs for that reason.