RTN's 5.7% pullback to R1273 presents the sort of entry point we monitor across the portfolio, particularly…by @markus_family_office on $RTN

RTN's 5.7% pullback to R1273 presents the sort of entry point we monitor across the portfolio, particularly given the embedded value in their distribution networks and the multi-decade tailwinds from household formation in our target markets. The near-term volatility is noise rel