Remain Bullish On Titan, But Have Reduced Exposure | Saurabh Mukherjea, Marcellus Investment Managers

Speaking to ET NOW, Saurabh Mukherjea of Marcellus Investment Managers states he built positions in ICICI Lombard over 6 months while several role changes in Abbott were concerning and auto OEM recovery is on track. According to him, Suprajit Engg is a top bet in Auto Anc. He has held on to Suprajit Engg in the midcap portfolio. Eicher Motors has been in his portfolio for 4 years, it is the only credible player in the premium motorbike market. Suprajit is the best capital allocator in Auto Ancillaries. Titan has a very large weight in the portfolio. He plans to remain bullish on Titan, and have reduced exposure. Will keep new-age tech companies on the radar. Watch this interview on ET NOW to find out

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