T.C. Wilson

Chief Investment Officer of The Doctors Company (TDC Group), overseeing more than $7 billion in assets under management. He has over 35 years of experience in investment management and is known for his understanding of balancing surplus growth, solvency, and risk-adjusted returns within the insurance framework.

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Jun 30, 2025 • 51min

E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO

T.C. Wilson, CIO of The Doctors Company, shares insights from over 35 years in investment management. He discusses the unique investment strategies for insurance firms, especially how surplus is treated like an endowment portfolio. T.C. emphasizes the importance of portfolio construction over manager selection, innovative asset management techniques, and the value of evergreen structures. He also highlights his cautious stance on large-cap private equity and the lessons of extreme ownership in leadership, providing a compelling guide for both seasoned and aspiring investors.

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