It could be something along the lines of what Jeff is getting at, Goodman could be moving funds around to get the best possible return for his fund's money.
If a fund is poised to make a bigger killing in percentage, that would look good to any potential investor, 10% return looks better than a 2% return on a fund that could make for more MER for all the 'work' that is being done.
Mutuals are a big a game with possible great fees being charged back to the fund.
So if there is to be a great leap forward in SP, this could be the signal.
Maximeyes, Maximize, Maximi$e.
Just a thought!
Andy K