Todd Campbell
Long/short equity, growth, medium-term horizon, registered investment advisor

Sapient: The Collision Between Traditional And Digital Advertising Offers Upside

Like you, I'm always hunting for alpha generating ideas. That's why I task my team at E.B. Capital Markets, LLC with finding actionable names every week. After all, our portfolio manager clients are always looking for the right idea at the right time. And, at times that combination can be hard to find.

Luckily, a lot of new ideas have been popping up in our research lately, a number of which have been in the technology sector. One of the interesting ideas worthy of a deeper look is Sapient (NASDAQ:SAPE), a small cap consulting services firm with big exposure to digital media advertising. The E.B. Capital Markets scoring system has shown steady improvement for Sapient over the past...

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