Convexia Limited was founded by Sajal, a seasoned investor with nearly 30 years of experience navigating uncertainty, volatility, and complexity in business and markets. Inspired by the idea that growth often follows a nonlinear path — Convexia — our company was created to help businesses and individuals embrace change, learn from setbacks, and thrive in unpredictable environments.
Sajal Kapoor is a UK-based value investor, author, and operational risk and compliance practitioner with deep domain expertise across healthcare, CDMO, chemicals, and innovation-led sectors. His work sits at the intersection of rigorous public-domain research and forward-looking business judgement—systematically identifying megatrends and inflection points before they are reflected in reported P&L statements.
At the beginning of 2020, he publicly presented his thesis on Neuland Laboratories—a stock that went on to rise more than 40x in under five years. There have been numerous similar instances across healthcare and chemicals where his comprehensive, data-driven analysis enabled investors in his network to position ahead of rising earnings trajectories and valuation cycles. His edge lies not in access to privileged information but in extracting overlooked signals from annual reports, earnings calls, regulatory filings, and industry data—then connecting them through first-principles thinking.
He is the author of Framing Business Uncertainty, a work that explores the economics of probability, optionality, and randomness across the life sciences value chain. The book introduces practical mental models designed to maximise asymmetric upside while structurally limiting downside risk in sectors defined by complexity and uncertainty.
Through his Substack, Antifragile Thinking, Sajal engages a global community of nearly 23,000 subscribers—including industry leaders, fund managers, and long-term capital allocators. His writing emphasises disciplined frameworks, deep business analysis, and long-term capital allocation over short-term trade ideas, fostering serious dialogue among thoughtful investors.
He routinely interacts with CXOs across the healthcare value chain to gather varied perspectives and commercial insight. His interview on NDTV with the CEO of Laurus Labs is one such example—where clarity, intellectual rigour, and commercial depth shaped a nuanced industry conversation.
Sajal brings vitality, sincerity, and analytical intensity to every engagement. His mission is simple but demanding: to help investors think independently, position early, and build antifragile capital in a world defined by uncertainty.