[bkanber]

So?

Dell's market cap at IPO was $80M.

You can't just pick one good company to invest in. What would these funds do with the other, oh, $10Bn they need to invest?

[Retric]

These funds are not getting that kind of returns on 10B. Often you see "fund not seeking additional investment."

[bkanber]

That's my point. When you have so much money to invest you (are forced to) capture a more representative slice of the market and regress closer to the mean.