Yup, and it's also an aggressive flywheel: - You are thought of as a leader - You get to invest in better companies because they know/want you - The better com

Yup, and it's also an aggressive flywheel: - You are thought of as a leader - You get to invest in better companies because they know/want you - The better companies outperform, because they were better - You are increasingly thought of as a leader - You get to invest in better companies... etc. The marketing angle is increasingly a way to get onto (and sustain your place on) this carousel.