<SEC-DOCUMENT>0001567619-19-015429.txt : 20190730
<SEC-HEADER>0001567619-19-015429.hdr.sgml : 20190730
<ACCEPTANCE-DATETIME>20190730155640
ACCESSION NUMBER: 0001567619-19-015429
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190730
DATE AS OF CHANGE: 20190730
EFFECTIVENESS DATE: 20190730
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AGF Investments America Inc.
CENTRAL INDEX KEY: 0001591590
IRS NUMBER: 000000000
STATE OF INCORPORATION: A6
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15632
FILM NUMBER: 19985423
BUSINESS ADDRESS:
STREET 1: 66 WELLINGTON STREET WEST
STREET 2: TORONTO DOMINION BANK TOWER, 31ST FLOOR
CITY: TORONTO
STATE: A6
ZIP: M5K 1E9
BUSINESS PHONE: 416.366.1737
MAIL ADDRESS:
STREET 1: 66 WELLINGTON STREET WEST
STREET 2: TORONTO DOMINION BANK TOWER, 31ST FLOOR
CITY: TORONTO
STATE: A6
ZIP: M5K 1E9
</SEC-HEADER>
<DOCUMENT>
<TYPE>13F-HR
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
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<periodOfReport>06-30-2019</periodOfReport>
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<formData>
<coverPage>
<reportCalendarOrQuarter>06-30-2019</reportCalendarOrQuarter>
<filingManager>
<name>AGF Investments America Inc.</name>
<address>
<com:street1>66 WELLINGTON STREET WEST</com:street1>
<com:street2>TORONTO DOMINION BANK TOWER, 31ST FLOOR</com:street2>
<com:city>TORONTO</com:city>
<com:stateOrCountry>A6</com:stateOrCountry>
<com:zipCode>M5K 1E9</com:zipCode>
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<reportType>13F HOLDINGS REPORT</reportType>
<form13FFileNumber>028-15632</form13FFileNumber>
<provideInfoForInstruction5>N</provideInfoForInstruction5>
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<signatureBlock>
<name>Albert Moore</name>
<title>Chief Compliance Officer</title>
<phone>617-994-5402</phone>
<signature>/s/ Albert Moore</signature>
<city>Boston</city>
<stateOrCountry>MA</stateOrCountry>
<signatureDate>07-26-2019</signatureDate>
</signatureBlock>
<summaryPage>
<otherIncludedManagersCount>0</otherIncludedManagersCount>
<tableEntryTotal>66</tableEntryTotal>
<tableValueTotal>294056</tableValueTotal>
<isConfidentialOmitted>false</isConfidentialOmitted>
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<TYPE>INFORMATION TABLE
<SEQUENCE>2
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<nameOfIssuer>AGCO Corp.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>001084102</cusip>
<value>3699</value>
<shrsOrPrnAmt>
<sshPrnamt>47684</sshPrnamt>
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<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>47684</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>ANSYS Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>03662Q105</cusip>
<value>3598</value>
<shrsOrPrnAmt>
<sshPrnamt>17565</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>17565</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>AT&T Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>00206R102</cusip>
<value>2102</value>
<shrsOrPrnAmt>
<sshPrnamt>62726</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>62726</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>AbbVie Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>00287Y109</cusip>
<value>2608</value>
<shrsOrPrnAmt>
<sshPrnamt>35861</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
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<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>35861</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>AdvanSix Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>00773T101</cusip>
<value>58</value>
<shrsOrPrnAmt>
<sshPrnamt>2365</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>2365</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Aflac Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>001055102</cusip>
<value>2104</value>
<shrsOrPrnAmt>
<sshPrnamt>38391</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>38391</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Albemarle Corp.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>012653101</cusip>
<value>1951</value>
<shrsOrPrnAmt>
<sshPrnamt>27704</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>27704</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Alphabet Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>02079K305</cusip>
<value>2695</value>
<shrsOrPrnAmt>
<sshPrnamt>2489</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>2489</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Altria Group Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>02209S103</cusip>
<value>3407</value>
<shrsOrPrnAmt>
<sshPrnamt>71944</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>71944</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>American Water Works Co. Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>030420103</cusip>
<value>7474</value>
<shrsOrPrnAmt>
<sshPrnamt>64430</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>64430</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Amphenol Corp.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>032095101</cusip>
<value>5771</value>
<shrsOrPrnAmt>
<sshPrnamt>60154</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>60154</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Analog Devices Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>032654105</cusip>
<value>6288</value>
<shrsOrPrnAmt>
<sshPrnamt>55709</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>55709</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Aptiv PLC</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>G6095L109</cusip>
<value>7549</value>
<shrsOrPrnAmt>
<sshPrnamt>93398</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>93398</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Booking Holdings Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>09857L108</cusip>
<value>864</value>
<shrsOrPrnAmt>
<sshPrnamt>461</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>461</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Brighthouse Financial Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>10922N103</cusip>
<value>152</value>
<shrsOrPrnAmt>
<sshPrnamt>4149</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>4149</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Bristol-Myers Squibb Co.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>110122108</cusip>
<value>1967</value>
<shrsOrPrnAmt>
<sshPrnamt>43371</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>43371</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Brookfield Renewable Partners LP</nameOfIssuer>
<titleOfClass>LTD PART</titleOfClass>
<cusip>G16258108</cusip>
<value>7646</value>
<shrsOrPrnAmt>
<sshPrnamt>221046</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>221046</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Chubb Ltd.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>H1467J104</cusip>
<value>7130</value>
<shrsOrPrnAmt>
<sshPrnamt>48406</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>48406</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
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<infoTable>
<nameOfIssuer>Cree Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>225447101</cusip>
<value>4790</value>
<shrsOrPrnAmt>
<sshPrnamt>85263</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>85263</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Cummins Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>231021106</cusip>
<value>2744</value>
<shrsOrPrnAmt>
<sshPrnamt>16015</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>16015</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Danaher Corp.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>235851102</cusip>
<value>15039</value>
<shrsOrPrnAmt>
<sshPrnamt>105224</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>105224</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Ecolab Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>278865100</cusip>
<value>15059</value>
<shrsOrPrnAmt>
<sshPrnamt>76273</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>76273</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Equinix Inc. REIT</nameOfIssuer>
<titleOfClass>REIT</titleOfClass>
<cusip>29444U700</cusip>
<value>8251</value>
<shrsOrPrnAmt>
<sshPrnamt>16361</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>16361</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Exxon Mobil Corp.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>30231G102</cusip>
<value>2914</value>
<shrsOrPrnAmt>
<sshPrnamt>38029</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>38029</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>First Solar Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>336433107</cusip>
<value>3481</value>
<shrsOrPrnAmt>
<sshPrnamt>53006</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>53006</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Franklin FTSE Japan ETF</nameOfIssuer>
<titleOfClass>ETF</titleOfClass>
<cusip>35473P744</cusip>
<value>3530</value>
<shrsOrPrnAmt>
<sshPrnamt>146966</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>0</Sole>
<Shared>0</Shared>
<None>146966</None>
</votingAuthority>
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<nameOfIssuer>Garrett Motion Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>366505105</cusip>
<value>70</value>
<shrsOrPrnAmt>
<sshPrnamt>4550</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>4550</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
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<nameOfIssuer>Global X MSCI Norway ETF</nameOfIssuer>
<titleOfClass>ETF</titleOfClass>
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<value>677</value>
<shrsOrPrnAmt>
<sshPrnamt>55529</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>55529</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
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<infoTable>
<nameOfIssuer>Hannon Armstrong Sustainable Infrastructure Capital Inc. REIT</nameOfIssuer>
<titleOfClass>REIT</titleOfClass>
<cusip>41068X100</cusip>
<value>5279</value>
<shrsOrPrnAmt>
<sshPrnamt>187344</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>187344</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
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<infoTable>
<nameOfIssuer>Honeywell International Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>438516106</cusip>
<value>7769</value>
<shrsOrPrnAmt>
<sshPrnamt>44497</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>44497</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Huntington Ingalls Industries Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>446413106</cusip>
<value>1414</value>
<shrsOrPrnAmt>
<sshPrnamt>6292</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>6292</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>International Business Machines Corp.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>459200101</cusip>
<value>648</value>
<shrsOrPrnAmt>
<sshPrnamt>4699</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>4699</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Invesco Ltd.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>G491BT108</cusip>
<value>1405</value>
<shrsOrPrnAmt>
<sshPrnamt>68673</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>68673</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>JPMorgan Chase & Co.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>46625H100</cusip>
<value>5221</value>
<shrsOrPrnAmt>
<sshPrnamt>46701</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
<Sole>46701</Sole>
<Shared>0</Shared>
<None>0</None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer>Medtronic PLC</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>G5960L103</cusip>
<value>11026</value>
<shrsOrPrnAmt>
<sshPrnamt>113213</sshPrnamt>
<sshPrnamtType>SH</sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion>SOLE</investmentDiscretion>
<otherManager>NONE</otherManager>
<votingAuthority>
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<None>0</None>
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<infoTable>
<nameOfIssuer>MetLife Inc.</nameOfIssuer>
<titleOfClass>COM</titleOfClass>
<cusip>59156R108</cusip>
<value>2678</value>
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<nameOfIssuer>Moody's Corp.</nameOfIssuer>
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<nameOfIssuer>Northrop Grumman Corp.</nameOfIssuer>
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<nameOfIssuer>Nutrien Ltd.</nameOfIssuer>
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<nameOfIssuer>Omnicom Group Inc.</nameOfIssuer>
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<nameOfIssuer>Sprouts Farmers Market Inc.</nameOfIssuer>
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