Investment Thesis
Connest is a strategic holding focused on connectivity infrastructure and solutions—addressing the growing demand for reliable, high-speed connections across enterprise and consumer applications.
As digital transformation accelerates across every industry, connectivity has become the critical enabler. Connest is positioned to capture value across this transition through a portfolio approach that spans infrastructure, services, and technology.
This holding represents Arrow Fund's thesis on connectivity as essential infrastructure—a long-duration investment in the physical and digital networks that power the modern economy.
Holdings investments like Connest provide Arrow Fund with diversified exposure to structural growth themes with multiple paths to value realization.