VFF — Todd Harrison discusses institutional interest and Village Farms’ competitive advantages
October 7, 2026 — Todd Harrison, founder and CIO of CB1 Capital, appeared on AdvisorShares AlphaNooner with host Mackenzie Peterson.
Around the 8-minute mark, while discussing what major institutional investors are looking for, Todd revealed that Village Farms keeps coming up in his conversations with them.
His words: “I’ll tell you who, who they, who they keep coming back and asking about is village farms.”
Later, around the 20-minute mark, Todd explained why he believes VFF is uniquely positioned.
He highlighted the potential for Germany to introduce an EU-GMP-from-source mandate, noting that Village Farms was built around EU-GMP standards and would be especially well positioned if such requirements were introduced.
He also specifically mentioned Citadel and George Weiss when discussing investors in Village Farms, adding that he expects to see more investor interest.
Todd emphasized that VFF operates within established legal and regulatory frameworks across its jurisdictions, giving it advantages including potentially lower costs of capital.
On production costs, Todd said that although VFF doesn’t publish its cost of goods sold, he has no reason to believe its costs are higher than Glass House Farms’ and suggested they could potentially be lower.
He also praised management’s approach of allowing operational performance to demonstrate those advantages rather than constantly promoting them.
Finally, discussing Village Farms’ greenhouse expertise, international operations and Netherlands business, Todd described the Netherlands opportunity as potentially a major winner and called VFF uniquely positioned, even describing it as “one of one” in terms of its structure, operations and depth of expertise.
Takeaway: Institutional attention, an established EU-GMP foundation, internationally diversified operations, potentially competitive production costs and an expanding Netherlands opportunity. That’s a compelling combination of advantages being highlighted by an experienced cannabis investor.
These are Todd’s assessments and expectations, not confirmation of future regulatory changes or institutional purchases.